Halbert Hargrove is an honest firm: We all truly believe in helping our clients in their financial lives. Because we limit the number of clients we work with, we can build deep, long-lasting relationships. My favorite part of working here is helping my clients construct a solid financial plan that they can believe in.
Brett is based in Halbert Hargrove’s Bellevue office. Brett sees his fundamental responsibility as helping HH clients identify and achieve their financial goals. He collaborates with them on comprehensive financial planning, which includes retirement, estate, investments, and risk management objectives.
“By taking the time to get to know clients and understand their dreams and fears, I’m striving to build their trust,” he says. “This is critical in building strong relationships that will last a lifetime. These conversations help us to have a clear understanding—which in turn helps ensure they have a successful and meaningful financial plan.”
Before joining Halbert Hargrove in 2015, Brett worked for Charles Schwab, where he was responsible for client management and the financial planning needs of more than 350 clients. Prior to that time, he was with Fidelity Investments’ Private Client Group; he began his finance career with WM Financial Services in Portland, OR.
Brett earned his Bachelor of Arts in Sociology with honors in 1999 from the University of Montana. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™.
Originally from Montana, Brett moved to the Pacific Northwest in 2000. He and his family—wife Christie and children Chase and Keira—love the outdoors, and get out hiking, skiing, golfing and camping as much as possible. One of Brett’s favorite activities is taking the family out on their boat on Lake Washington. He also loves to travel and meet new people: “Christie and I make it a priority to travel with Chase and Keira and find new places along the way. We want them to experience as much as they can in life.”
If time and money weren’t an issue, I would travel the world with my family chasing the snow and skiing as many mountains as possible.