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 at Oregon Institute of Technology
Honors graduate of National Graduate Trust School
Honors graduate of Pacific Coast Banking School
CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
Certified Trust & Fiduciary Advisor (CTFA)
Immediate past Chair, Community Foundation of SW Washington
Board Chair, Clark County Food Bank
Board Chair, New Heights Medical Clinic
Board Chair, Lighthouse Financial Network
