As a Paraplanner at Sierra Consulting Group, Brett provides operational and analytical support to the advisory team, helping transform financial data and research into meaningful insights that support the development of financial plans and client strategies. His responsibilities include gathering and analyzing financial data, preparing reports, assisting with research and financial modeling, coordinating documentation, and helping ensure efficient processes that enable advisors to serve clients effectively.
Prior to joining Sierra Consulting Group, Brett spent more than 10 years in technical sales, navigating year-long sales cycles of million-dollar capital equipment projects, managing key accounts and developing client relationships across domestic and international markets. His experience includes coordinating sales and marketing efforts with six international agents across multiple countries in Europe and South America, as well as working directly with regulatory bodies to manage import and export documentation and compliance requirements.
Throughout his career, Brett has built strong relationships with clients, partners, and stakeholders around the globe while collaborating with cross-functional department executives to develop solutions and ensure efficient product implementation. This combination of analytical expertise, international business experience, client relationship management, and operational coordination allows Brett to bring a well-rounded perspective to Sierra Consulting Group.
Outside of work, Brett enjoys spending time with his wife and three daughters. Together, they love to travel, hike, and explore beautiful places—from mountain trails to relaxing beaches—while discovering hidden gems, experiencing local culture, and enjoying small shops and local restaurants.