Bret graduated Summa Cum Laude from the University of Louisville with a Bachelor’s of Science in Business Administration with a concentration in Finance and Economics. He started his financial career in the retail banking industry at J.P. Morgan Chase in 2010. Bret comes to Windsor after spending his last four and half years at Oxford Financial Group, Ltd where he served most recently as a Client Relationship Manager for high net worth families. It was here where Bret earned the Certified Financial Planner (CFP®) designation in 2018.
Bret joined Windsor in the spring of 2021. He is responsible for day-to-day client needs including account administration, planning recommendations, and investment advice.
Bret is an avid golfer and devoted Indy sports fan. He currently resides in Indianapolis with his wife, Megan, and two dogs.