Brett Larson

Financial Planner

Consistently dedicated to serving people, Brett Larson has 25 years of executive level experience in finance, accounting, human resources, and administration.  Focused on providing the most complete services possible, his specialties include Wealth Management, Business Owner & Executive Benefits, Financial Planning, Group Retirement Plans, and Life & Disability Income Insurance.  Residing in Frisco Texas with his wife and two children, Brett is also very active within his community. He has held leadership positions in a variety of organizations including Melody of Hope Charity, Frisco Young Entrepreneurs Academy, Rotary, and the Frisco Chamber of Commerce, and, in 2016 ran for office in Denton County.   Brett teaches Dave Ramsey's Financial Peace University courses, holds a BBA from St. Edwards University, an MBA from the University of Texas at Dallas, FINRA Series 7, 63 & 65, and is currently earning his CFP designation from the American College.