Having degrees in economics and psychology, combined with 20 years of experience managing a small business, all benefit Brett in working with educating his clients in becoming better investors. Brett has 25 years of investment experience, and created The Summit Financial Strategies, Inc with his father, Bill Langer, in 2002. Brett graduated from the College for Financial Planning of Colorado in 2010 and was certified by the Certified Financial Planner ™ Board on May 31, 2011. Besides working with his father, Brett's greatest enjoyment in the business comes from developing great relationships with his clients. Brett currently serves as the Principal and Branch Manager of The Summit Financial Strategies, Inc.
Brett holds a Series 7 and Series 51 securities license. He also holds the Series 66 Investment Advisor Representative registration and the Series 24 Securities Principal registration. Also, he has his Life & Disability insurance licenses as well as his Long Term Care Certification. In 2011 he earned the designation of Certified Financial Planner ™ Professional.
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.
Tailor portfolios to coincide with each individual investor’s own philosophies, objectives, risk tolerance and time horizon.
Personal note on Brett:
When not working in the office, or studying the market, Brett enjoys his family life. He and his wife, Kim, were married in 1992 and have 3 children: Parker, Harrison, and Brezlyn. In August of 2012, Kim joined The Summit Financial Strategies, assisting in the administration of the office. Brett enjoys many activities including golf, mountain biking, hiking, and gardening.
The Summit Financial Strategies Inc. will focus on your investment situation; structure your retirement plans and investment strategies. We will review and monitor your investments to ensure alignment with and to better improve attainment of your financial goals.