Brett Colbert
Your Partner Dedicated in your Financial Journey
Brett colbert
Financial Paraplanner
Hometown:
Rochester, NY
What qualities make you best at your work?
I am very analytically based and operate by finding patterns in everything I see and do.
How should people think about their wealth?
Think about where you want to see yourself down the road and ask your advisors what would it take to get you there.
How do you spend your time outside of work?
By spending time with friends and family and listening to music.
What accomplishments are you most proud of?
Being the first male in my family to graduate from college.
“The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively”
Education
- St. Bonaventure University – Bachelor’s Degree in Finance with a minor in Economics
Recent Insights
The Hidden Value Inside Your Tax Return
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[Money Moves with Maggie] How to Talk About Legacy Without the Awkwardness
This month on Money Moves with Maggie, we’re talking about legacy planning and how to...
Building Legacy Through Purposeful Giving
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[Cup of Joe] Questions for 2026
January’s Cup of Joe focuses on the questions that matter most as investors look ahead...
A Post-Divorce Playlist
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Year-End Reflections
As the year draws to a close, we’ve been taking time to reflect on the...