
Estate Protection Consultants
Helping families protect what matters most through personalized estate planning strategies.

Helping families protect what matters most through personalized estate planning strategies.
Brett served in the U.S. Navy before building his career in estate planning. That military background shows up in how he works: organized, direct, and focused on getting things done right.
He sits down with families across the Valley to walk through their options for wills, trusts, and asset protection, breaking it all down in plain language so nothing feels overwhelming.
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Brian partners with Scottsdale-area families to design and implement customized living-trust and retirement-income strategies. He coordinates closely with attorneys and financial advisers to make sure each plan is executed accurately and on schedule.
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Learn how our advisory team works together with attorneys to give you better service at a better price.
See How We Work TogetherWe are always looking for driven, caring people who want to do meaningful work and build a real career. See what opportunities are available.
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