Overview
Bret supports financial advisors in building and maintaining trusted client relationships by ensuring all relevant administrative work is handled with care.
With more than five years of experience in the financial planning/wealth management industry, he enjoys helping clients at all stages of life work toward and achieve long-term financial goals.
Bret joined QuadCap in 2024. Prior to this, Bret worked at Goldman Sachs Ayco where he gained invaluable experience in the wealth management field. While there, he built on his expertise in financial planning by working alongside a team supporting multiple financial advisors’ books of clients.
Outside The Office
Bret currently lives in The Colony, Texas with his 7-year-old dog, Oakley. He spends a lot of his free time engaging in anything outdoors, especially competitive activities such as golf and basketball. He is a diehard Dallas Mavs fan, and loves living locally so he can support his team in person as often as possible.
Bret is also an avid traveler and outdoor enthusiast who loves to explore new places and cities as well as the natural wonders of the National Parks. He strives to one day say he has visited all 63 parks.