Brett R. Langer

Registered Representative/ Investment Advisor Reprensentative

Phone: 503-466-1989
Fax: 503-466-2128
E-mail: brl@wrlstrategies.com

Brett R. Langer

Brett uses his experience from 15 years managing a small business and degrees in economics and psychology to work with people to become better investors.  Brett has enjoyed creating The Summit Financial Strategies with his father back in 2002.  What Brett has enjoyed most other than working with his father, is developing great relationships with clients and working together with them as a team. 

Brett holds a Series 7 securities license, Investment Advisor Representative Series 66 Investment Advisor Representative registration, and the series 24 Securities Principal registration and his Life & Disability insurance licenses.  Brett also has his Long Term Care certification.

Brett's Investment Philosophy:

Understand each investor and their specific needs currently and into the future.

Come up with Investment Strategies that each individual investor can understand and have confidence in.

Be willing to understand changes that happen in this global economy and make adjustments to portfolios as the world continues to evolve.

Offer customized portfolios to coinside with each individual investors own philosphies, objectives, risk tolerance and time horizon.

Personal Note on Brett:

When not at work or studying the markets, Brett enjoys life with his wife Kim, married in 1992, son Parker born in 1995, son Harrison born in 1998 and daughter Brezlyn born in 2002.  Kim stays very active volunteering her time in the kids schools.  Brett lives a very simple life.  When not at work or home, you would probably find him on the golf course or helping coach one of the kids basketball teams.

The Summit Financial Strategies will focus in on your investment situation, structure your financial plans and investment strategies and review and monitor your investments to improve and achieve your financial goals.