Brett Gardiner is an independent financial advisor whose goal is to help individuals, families and small businesses define and realize their financial goals. He has over twenty-seven years of professional experience, fifteen of which have been in the financial services industry. As a private wealth advisor, he provides advice that is objective, independent, and client centered.
Through his fifteen years in the financial services industry, Brett has gained a truly unique perspective on industry best practices and brings that knowledge and confidence to his clients. He specializes in 401(k) accounts.
Brett understands that through trust, education, communication, and superior customer service, he and his team can help you have confidence in your investments. He also believes that by taking a holistic approach and monitoring investment, tax, estate, college, insurance, and income planning, you can reach your financial goals.
He is a 1991 graduate of Indiana University and holds the following licenses: FINRA Series 6, 7, 63, 66 and is Illinois insurance-licensed.