Brett brings nearly two decades of financial services expertise to his roles as Founder, CEO, and Chief Compliance Officer. He offers a relatable perspective and deep industry insight, honed by his experience growing a Registered Investment Advisor (RIA) firm from a solo operation to a thriving team managing over $150 million in assets. Brett’s vision for Advisor Logistics was born from recognizing the need for professional trading and portfolio administration services, enabling other advisors to focus on what matters most: their clients. A native of Austin, he lives in Boerne, Texas, with his wife and three young children. In his free time, he enjoys golf, saltwater fishing, and staying active in his church.
