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bret w.


Antioch, TN

Member since:

January 23, 2014

What is the primary occupation and/or company that you are representing in this group?

Financial Planning - Peachtree Planning of Tennessee (Executive Team)

How long have you been in this business?

2 yrs

How have you been acquiring new business up until now or, if you are looking for a new opportunity, what is it that you're interested in or what skills do you possess?

I've been building clients through relationships & introductions. I am looking to continue to grow my business & expand the impact that my team has in the Nashville area & beyond.

How has the recent economy affected your business? (may or may not pertain to your business)

There has not been much of an affect however our clients are growing more & more concerned about the economy.

In what part of town is your business located?

Brentwood however we do work with clients across the country.


I work with families and businesses through a group of executives where we become that families'/ business' CFO. We impact them by structuring & prioritizing their financial lives so they can focus on what's important to them.

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