Meet Brett
Brett is a Partner, Sr. Wealth Advisor based in Denver, Colorado. He joined Mercer Advisors in 2016 after serving as Manager of Financial Planning at ICMA-RC. Prior, he spent more than seven years at Mutual of Omaha, beginning as a Financial Analyst and advancing to Regional Sales Manager. He began his career at Union Bank & Trust in a client service role. Brett earned a B.S. degree in marketing from University Nebraska-Lincoln. He is a CERTIFIED FINANCIAL PLANNER® professional, and currently holds the Chartered Financial Consultant®, Chartered Life Underwriter®, and Retirement Income Certified Professional certifications.
Brett’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brett has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support through acquisitions and mergers, including liquidity events and sudden wealth
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
Brett is known for his high attention to detail, calm presence, customized financial planning and an ability to simplify complex decisions. He loves building long-term partnerships with his clients that are grounded in trust, transparency, and a shared sense of purpose. If you need high-touch, white glove service with an attention to detail and a customized financial planning approach, Brett’s a good fit for you.
Brett in real life
What keeps you busy outside of work?
I enjoy golf, traveling, finding new restaurants, spending time outdoors and cheering on my sports teams.
What makes you tick?
Growing up in Nebraska you quickly learn the value of a strong work ethic, staying humble and being a trustworthy person. This helped shape my approach to both my personal and professional life. I know it can take years to build a good reputation but about five minutes to ruin it.
Any words you try to live by?
“Dream big, work hard, stay humble.”
Meet Brett’s Teammates
Tyler Weinrich
Client Service Specialist
What Brett Says
Tyler is the glue that holds everything together. He’s great about coordinating every aspect of service to help ensure a great client experience.
Charles Wetmore
Sr. Financial Planner
What Brett Says
Charles and I collaborate on every aspect of our client’s financial plan. Charles is an integral part of the team by consistently working to identify new planning opportunities for our clients to help them achieve their goals.
Brian Samson
Managing Partner
What Brett Says
Brian’s team first approach and focus on company culture helps keep the entire region moving in the same direction so we can deliver on our promise of helping our client’s achieve Economic Freedom™.
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https://www.forbes.com/lists/best-in-state-wealth-advisors/
Forbes Best-In-State Wealth Advisors 2025 and 2024: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.