Brett assisted in founding The Karras Company, Inc. He has 23 years of experience working with high-net-worth clients focusing on estate planning, asset allocation, retirement planning and trust services.
Brett is active in the community and currently serves on the Board of Trustees for the Weber School District Foundation. Brett also has a son who was diagnosed with Autism when he was a small boy. Because of this, Brett is involved in supporting education and early intervention with those that have Autism. He actively supports the Carmen C. Pingree Center for Children with Autism.
Previous to joining The Karras Company, Brett spent 5 years with Fidelity Investments working with their high net worth clients. His focus was on estate planning, asset allocation, retirement planning and trust services. He also spent 3 years with Zions Public Financial Services, a division of Zions Bancorporaton, as an investment banker underwriting municipal debt throughout the country. Brett graduated from the University of Utah with a Bachelor of Science in Finance and Investments.
Brett resides in Kaysville with his wife, Micol, and four children. Brett and his wife enjoy all forms of art, travel, and spending as much time as possible with their children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.