Being a fiduciary is all about serving my clients to help them achieve their financial goals, protect their families, and accomplish their dreams.
Bret works closely with clients to help them develop and implement an in-depth, bespoke plan to achieve their financial goals and dreams. By applying the latest technology Bret is able to interactively show clients how different scenarios and decisions may impact their financial plan. Bret provides clients with insightful, actionable advice to fit their specific needs by collaborating with the team of experts specializing in investment, retirement, group benefits and insurance. Bret also focuses on innovative ways to help emerging professionals with financial life planning.
Prior to joining AEPG, Bret worked for The Kislak Company, a commercial real estate brokerage company, where he evaluated and brokered investment properties based on individual and institutional real estate investors’ needs throughout New Jersey and Pennsylvania.
Bret is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and maintains a New Jersey Life and Health Insurance license. Bret received his Masters of Business Administration (MBA) degree with a concentration in finance from Seton Hall University, and he earned a bachelor’s degree in business administration with concentrations in finance and management from Seton Hall University. Bret enjoys skiing, snowboarding, cooking, traveling and golfing. He is the Treasurer of the Men’s Association at Twin Brooks Country Club.