Your partner in retirement plan success.
As Senior Vice President, Director of Retirement Plan Services, Bret leads our team of experienced retirement plan professionals. He and his team take the time to understand your organization and your goals. Their aim is to become your trusted advisor and plan consultant — offering tailored plan sponsor services and employee education solutions to help you attract, retain and grow your team. They believe that a successful retirement plan empowers your employees through meaningful, actionable education, guidance and financial planning.
Experience
- Started working in financial services in 2004 with a focus on Employee Retirement Income Security Act (ERISA) qualified plans consultation and management
- Joined Johnson Financial Group in 2004
- Bachelor of Arts in French and History from the University of Wisconsin – Milwaukee
- Holds the Certified Employee Benefit Specialist designation co-sponsored by the International Foundation of Employee Benefit Plans in Brookfield, Wisconsin and the Wharton School at the University of Pennsylvania
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement Plans
Community Involvement
- Volunteer at Feeding America