Bret Petersen is a Managing Director and Partner with more than two decades of experience guiding clients through market cycles and life transitions tied to career, family, and retirement. Since beginning his career as a financial advisor in 2003, Bret has focused on delivering personalized financial advice aligned with the long-term development and preservation of his clients’ wealth.
Bret’s background includes roles at Morgan Stanley, UBS, and Wells Fargo, where he built a strong foundation in financial planning and portfolio management. He earned a double major in finance and accounting from Lewis University, along with a minor in economics. Bret has received industry recognition from national publications, including Barron’s and Forbes.
Bret hopes to one day share the business with his son and continue building a generational firm for the clients he serves. Outside of his professional responsibilities, Bret is actively involved in his community. He serves as a church leader at CCC in Naperville, Illinois, and is the head coach of a youth travel baseball league. In his free time, he is an avid golfer and enjoys traveling.
