Superior Financial Service That’s Second to None
Going Above & Beyond
The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none.
By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges.
You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life.
Meet the Team
Senior Registered Relationship Manager
Brett’s primary goal for his career in the financial services industry has been to ensure the client has the best possible experience and is always served at the highest level. He has achieved this by serving clients directly as well as assisting those who serve clients to maintain a service level that is second to none.
Prior to joining Affinity Wealth Partners, Brett was an Assistant Field Support Manager and Operations Liaison with Wells Fargo Advisors.
Before that, he was a key part of the Operations Department and a Client Associate at Heim, Young and Associates.
Brett received his Bachelor’s of Finance degree from Missouri State University and holds Series 7, 66 and 9/10 licenses.
Brett is a resident of Springfield with his wife, Mary , and their daughter, Eliana. They enjoy traveling, cruising and outdoor activities including cycling and archery.
– Nicholas Sparks
“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”