Brett joined the DeLeon & Stang team in 2006 and is currently the Director of Business Development. He specializes in the tax and financial planning areas for individuals and corporations. His expertise extends to investment management, insurance, employee benefits, estate and retirement planning.

Brett is focused on helping his clients reach their retirement goals and achieve the most efficient tax liability. He also provides clients with tax and financial planning advice through his blog titled “My Two Cents”.

In 2016, Brett was chosen as a Five Star Wealth Manager by Five Star Professional and was invited to co-host with DeLeon & Stang Partner, Rich Stang, on the Executive Leaders Radio program.

Regarded by his friends and co-workers as friendly and outspoken, Brett attributes his success to his financial awareness and strong work ethic. He currently resides in North Potomac, Maryland, with his wife and their son and daughter. He enjoys the close proximity of his home to the DC metropolitan area. Brett is a passionate D.C. sports fan who enjoys music, playing golf, traveling, and spending time with his family.

Designations:


  • Certified Financial Planner (CFP)

Memberships:


  • Maryland Association of Certified Public Accountants (MACPA)
  • Financial Planning Association (FPA)
    • Volunteer
  • Gaithersburg-Germantown Chamber of Commerce (GGCC)
    • Board of Directors
  • ARC Montgomery County (Former)
    • Treasurer and Board of Directors
  • Jewish Community Center of Greater Washington (JCCGW)
    • Board of Directors

Education:


  • Towson University
    • Bachelor of Arts in Business and Finance
  • Georgetown University
    • Certificate in Personal Financial Planning