Our People
Brett specializes in assisting affluent clients with asset management, philanthropic planning, tax planning and family estate planning matters. He has over 30 years of service to wealthy families in crafting customized solutions to the challenges presented by substantial wealth.
Prior to joining Midwest Trust in 2020, Brett was the director of wealth management for Heritage Bank, a $6 billion community bank. He was chairman of both the bank’s trust administrative and trust review committees. His previous professional duties have been as chief relationship officer at First Independent Bank and City Executive for Private Banking at Bank of America.
BS Business Management, Oregon Institute of Technology
Honors Graduate, National Graduate Trust School, Northwestern University
Honors Graduate, Pacific Coast Banking School, University of Washington
Certified Financial Planner® (CFP®) certification
Certified Trust & Fiduciary Advisor (CTFA)
Community Foundation of SW Washington, Past Chair
Clark County Food Bank, Past Chair
Peace Health Columbia Network, Past Chair
Lighthouse Financial Network, Chair
Henry J. Predolin Foundation, Director
