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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
As a Family Office Specialist, Bret helps craft and analyze fundamental financial documents for the clients of Oxford Financial Group, Ltd. Bret also assists in researching and preparing relevant topics for client education pieces, key client deliverables and comprehensive financial plans.
I am committed to excellence and relevance in my work because clients deserve to have someone who is constantly learning and adding value to their financial well-being.
Prior to joining Oxford, Bret worked at JPMorgan Chase as a Branch Manager, where he managed a team of seven employees and helped grow the branch to nearly $100 million in deposits and investments.
Bret attended the University of Louisville’s College of Business, where he graduated Summa Cum Laude with a Bachelor of Science degree in Business Administration.
Bret grew up in Noblesville and currently lives in Indianapolis with his wife Megan and their two dogs. He enjoys playing golf with his family and cheering for his hometown teams, the Colts and the Pacers.