Brett Freese, Mba, Cfp®, Cka® Email & Phone Number

Brett has served in a variety of leadership positions throughout his 30+ years in the financial services industry. Before joining TrustWell, Brett was vice president of finance at a major securities firm and a small business owner.In pursuit of his dream to become a financial advisor, Brett went back to graduate school in 1997 to earn his MBA in Finance from Rutgers University while working full-time. Brett went on to earn the Certified Financial Planner® designation and joined TrustWell in 2009 to offer unbiased financial advice and sound money management.Brett is a NAPFA-certified advisor and a Certified Kingdom Advisor®. He also serves on the advisory team to the lead pastor at his church. He and his wife Susan have two sons and are active in their church, the community, and in local ministries.Specialties: Helping Clients make smart decisions: Investments, retirement planning, budgeting, charitable giving, insurance, wealth transfer (estate) planning, taxes, education funding, etc.

Listed skills include Retirement Planning, Investments, Securities, Wealth Management, and 2 others.