Since 1992, Brett has advised families, business owners, and foundations regarding how to best manage their wealth and resources. Previously with Merrill Lynch and Charles Schwab & Co., Brett also served as Vice President for True North Advisors, LLC, where he managed nearly $100 million in client assets. Brett partnered with International Research in 2007 to manage and develop both new and existing client relationships, as well as to assist founder Gordon Peterson in the direction of firm’s future. Brett received his BA (1991) from the University of Alabama, and has achieved the Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning. He enjoys spending time in the outdoors and traveling with his wife, Heather, and their five children.