Brett Freese (CFP®, MBA)

Brett Freese focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

Brett has served in a variety of corporate finance leadership positions throughout his 20 years in the financial services industry. Before joining TrustWell, Brett was vice president of finance for a major Fortune 100 securities firm and a small business owner.

In pursuit of his dream to become a financial planner, Brett went back to school in 1997 to earn his MBA in Finance at Rutgers Graduate School of Management while working full-time.

Brett joined TrustWell and earned the CFP® designation to offer unbiased financial advice and money management grounded on biblical principles.

Brett is a member of Kingdom Advisors and a support team member (i.e., elder) at his church. He and his wife Susan have two sons and are active in their church and in local ministries.