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.
Giselle Cayme
OPERATIONS & MARKETING MANAGER
Giselle Cayme is a valuable team member at Strategic Wealth Endeavor. In her role, she serves as a “connector” between her clients’ stressors and finding a solution that works for them. She helps her veteran clients worry less about their finances and spend more time building and growing their businesses. She helps with the onboarding process, opening accounts, and maintaining client relationships. She also helps with the operations and marketing side of the firm.
Giselle’s background is in Physical Therapy, so she has always been passionate about helping others, and her natural organizational abilities make her a great fit for the firm. She is passionate about creativity, task prioritization, and continuously learning and finding ways to succeed.
Outside of work, Giselle loves to create lifestyle and food content. She also has a passion for health and wellness, so you can likely find her at the gym either coaching or working out at F45 Hermosa Beach. She is also part of a wine club that includes getting together and discussing personal development and how to overcome limiting beliefs to live your best life.
Pete Nunley
DIRECTOR, ASSET MANAGEMENT, IFP
Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with investment-related tasks, including researching stocks, ETFs and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Strategic Wealth Endeavor, Inc.
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Aaron Gilman
CHIEF INVESTMENT OFFICER, IFP
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Strategic Wealth Endeavor, Inc.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.