Client Services Associate
Bret began his career in the financial services industry in 2019 as an intern with Isthmus Partners, LLC. In June 2019, he joined the firm as a Client Services Associate. Bret's primary responsibilities include new relationship onboarding, client account monitoring and providing exceptional client service to the firm's high-net-worth clients. Bret earned a bachelor's degree in Personal Finance from the University of Wisconsin-Madison. He will be taking the CFP exam in 2020 to become a Certified Financial Planner™ professional.