If you’re struggling to manage your business, your finances, your family, and your other responsibilities, you’re not alone. We’re here to do the heavy lifting and free up your time so you can grow your business and do what you love.
Founder
As a prior US Marine Corps Officer, Brett brings a unique discipline to corporate finance. During his years of service Brett was an M1A1 tank officer, commanding and providing recommendations for the tactical employment of his unit. He graduated from Tulane University with a Bachelor of Science in Management and Accounting in 1998, and Boston University with a Master of Science in Business Administration in 2002. After his service as a Marine Officer, he began redirecting his firepower to helping business owners create, implement, and improve 401k and retirement plans. Brett has been in the corporate finance industry in excess of 18 years, working as an advisor for Merrill Lynch and UBS Financial Services, and earning industry recognition such as the 2017 NAPA Young Guns Award and being named Financial Times Top 401(k) Advisors in 2016 and 2017. With a desire to provide a more personalized approach without sales quotas or proprietary products, he founded Strategic Wealth Endeavor, Inc as an independent firm. When Brett isn’t serving his clients and the veteran community, he enjoys much of his time as a father with his son Lucas. He also enjoys exploring the desert and mountains in his Jeep.
Advisor Support Representative
With over a decade of experience in financial services, Jordan brings a strong foundation in banking, management, and accounting. His background includes roles at CPA firms and financial institutions, providing a well-rounded perspective in client support and financial advising. Jordan holds the SIE ,7, 66 and am pursuing the 24. He is passionate about the world of finance and thrives in dynamic, growth-oriented organizations.
“The individual referenced in this bio is employed by Vanderbilt Financial Group and is not an employee of the Advisor(s) featured on this website. Their role is part of a support service provided by Vanderbilt and should not be construed as a direct employee or representative of the advisor’s practice. For more information, please visit www.vanderbiltfinancialgroup.com.”