Bret has worked in the wealth management and financial consulting profession since 2004. His mission is to become a trusted professional to his clients, helping both individuals and organizations successfully achieve their goals as they relate to the financial world. For individuals, this includes retirement planning, estate planning strategies, risk management, wealth management, and/or funding a child's college education. He takes time to understand his clients' objectives and guide them through the maze of products, services and approaches available, thereby forming a custom plan specifically designed to meet their goals.
Bret provides on-site financial advice to members at all three Colorado Credit Union branches. Contact Bret today for an appointment.
Download Brochure (PDF 393 KB)
A & I Financial Services, LLC
9800 Mt. Pyramid Court, Suite 450
Englewood, CO 80112
Direct Line: 720.588.4647
Mobile: 720.588.AIFS (2437)