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Brett joined Johns Creek Financial in 2018 as an independent affiliate and personal wealth advisor.  He has over 10 years experience focused on managing the investments and planning needs of a divers base of families and individuals.

Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA.  He holds both the CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst designations.  Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Brett and his wife, Lindsey, live in Milton with their daughter, Harper, and dog, Tripp. 

Joe provides Comprehensive Wealth Management and Retirement Planning, with a focus on investment, tax, estate, charitable, and retirement distribution strategies for high net worth individuals and families.


Prior to joining JCF as an independent affiliate, Joe spent 10+ years with Fidelity Investments and was responsible for providing wealth management services for over 450 clients exceeding $550 million in assets.  He leverages vast experience to provide highly personalized service, utilizing a wide array of financial planning and portfolio management resources.


Joe holds a Finance degree from the University of Cincinnati College of Business and completed the Executive Program in Financial Planning  through the University of Georgia.  He and his wife, Kristin, live in Brookhaven and are members of Northpoint Church.  Joe enjoys travel and playing golf. 

The Gates  

5400 Laurel Springs Pkwy,  Building 1300, Suite 1302,  Johns Creek, GA  30024      

P  770.889.8991     F  770.888.2207 

Mon - Thurs:  8 - 5 

Fri:  8 - 12

Sat & Sun:  Closed

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