Garrett joined the Firm in February and we're fortunate because he checks quite a few boxes....Certified Financial Planner, Burnet native, proud father and devoted husband, and perhaps most importantly, a graduate of Texas A&M University.
Garrett grew up in the Burnet area, graduating from BHS in 2009. He majored in Finance while in College Station earning his BSBA in December of 2012. While in college he was introduced to the financial services industry through an internship with The Equitable. He was also registered with Merrill Lynch early in his career and subsequently was registered with LPL Financial and is excited to join the world of "fee-only investment advisory". Garrett has worked extensively with teachers throughout Texas as well as other clients who retired with a fixed-income pension program.
In addition to his passion for the investment advisory industry and his clients, Garrett is heavily involved in the local community; serving as a board member on several local philantropies including the Burnet Chapter of Rotary International, Friends of the Herman Brown Free Library, and The Boys and Girls Club of the Highland Lakes. He is also a member of the First Baptist Church of Burnet.