Bret supports the development and implementation of financial plans for clients and assists lead planners in the ongoing management of their client relationships in the investments, pension and insurance departments. He prepares investment proposals, implements pension plans and analyzes client insurance policies. Being a fiduciary and working solely in the clients’ best interest is very important to Bret. He applies the latest technologies to provide better tools and service to the firm’s clients. Bret also focuses on innovative ways to help the younger generation with financial planning.
Prior to joining AEPG, Bret worked for the Kislak Company, a commercial real estate brokerage company, where he evaluated investment properties based on individual and institutional real estate investors’ needs. While working at Kislak, Bret marketed 886 residential units as well as commercial space throughout New Jersey and Eastern Pennsylvania.
Bret is a CERTIFIED FINANCIAL PLANNER Professional™ (CFP®) and maintains a New Jersey Life and Health Insurance license. Bret received his Masters of Business Administration (MBA) degree with a concentration in finance from Seton Hall University, and he earned a bachelor's degree in business administration with concentrations in finance and management from Seton Hall University. Bret enjoys skiing, snowboarding, cooking, traveling and golfing. He is the Treasurer of the Men's Association at Twin Brooks Country Club.
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