About Us

Bret M. Verstegen, CFP®

Bopharoth Vanessa Ros

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.