Brett McMillan

Brett McMillan

Brett McMillan
Associate Financial Representative
Email
(913) 748-0650

ROLE AND EXPERTISE

Brett is an Associate Financial Representative for Melton Wealth Partners providing comprehensive financial planning for clients. He is passionate about working with families in adapting their plans through the changes that life brings. His expertise in risk management solutions, asset accumulation, debt reduction, education and retirement planning serve our clients well as they travel the path to financial security.

Brett believes that having a comprehensive financial plan focusing on client priorities leads to financial success.  He is a true teacher and has a passion in providing education on many financial topics and strategies in a manner that is understandable and leads to action.  Brett works extensively with our retirement plan participants in understanding and maximizing their employee benefits, putting participants on a path to financial success.

BACKGROUND AND EDUCATION

Brett began his career with Northwestern Mutual in 2017. Prior to joining Melton Wealth Partners, Brett worked in banking, being recognized for his outstanding customer service.

Bachelor of Arts in Psychology/Minor in Business – University of Kansas
FINRA SIE Series 6 & 63
Life/Health/Long-Term Care Insurance Licenses

PERSONAL

Brett is married to Kendra and enjoys sports, everything KU, music, travel, and spending time with friends and family.

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Matt Melton, CPA, CLTC®, RICP®, ChSNC®
Wealth Management Advisor


Melton Wealth Partners

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck