As a Richmond native, Brett was drawn to the close-knit community at Juno, including their strong partnerships with local nonprofits. He stays active in his community, serving as a board member for Commonwealth Community Trust and the Autism Society of Central Virginia. In addition to his passion for financial education and community involvement, Brett is also dedicated to serving the disability community through offering specialized financial planning for individuals and families with special needs. Growing up with a brother with autism, Brett witnessed firsthand the challenges that families face and the lack of resources available. His experience gave him insight to the unique barriers that individuals and families with special needs face when approaching financial planning and inspired him to use his knowledge and skills to help others build comprehensive financial plans that provide stability and peace of mind for the future.

Firm Description

Juno Financial Group is an independent financial services firm that provides retirement plan management for employers and comprehensive wealth 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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