Experience: Bret is a 2020 graduate of the University of Nebraska-Lincoln with a bachelor’s degree in Finance & Economics. He is a Member of the College of Business Honors Academy and Sigma Phi Epsilon Fraternity.
Bret joined inSOURCE in May 2019 and has become a key member of the team. He focuses on financial planning and estate planning for small business owners and family farms. He holds his Series 7, 65, and 63 Securities Registrations.
Bret became a member of the Ameritas Inner-Circle and earned his green jacket in 2022. In 2023 Bret became a member of Top of the Table, the highest tier in the Million Dollar Round Table. For more information on the awards mentioned, please follow this link: https://cloud.content.ameritas.com/ratings-and-awards
About: Bret is a native of Fort Calhoun, NE. When he is not helping clients, he owns and operates his own Sprint car and Midget team and competes at dirt tracks throughout Nebraska, South Dakota, Iowa, Kansa, Missouri, and Oklahoma.
Location: Fremont/Lincoln
Motto: “Whether you think you can, or you think you can’t – you’re right.” - Henry Ford