Brett specializes in investment management and financial planning for families with special needs. Growing up with a younger brother with autism, he experienced firsthand the financial, legal, and benefits-related challenges many families navigate. That perspective inspired him to combine his investment expertise with specialized planning to help families build coordinated financial strategies that promote long-term security, preserve public benefits, and provide greater confidence for the future.

As a Richmond native, Brett was drawn to Juno Financial Group for its close-knit culture and commitment to the local community. He serves on the boards of Commonwealth Community Trust and the Autism Society of Central Virginia, reflecting his passion for community involvement and financial education.

Firm Description

Juno Financial Group is an independent financial services firm that provides comprehensive special needs financial planning for individuals and families. With a combined 125+ years of experience, the Juno team partners with clients to deliver objective advice with a solution-based approach.

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