Brett Long, CFP, CRPC

Asset Management

Brett graduated from Michigan State University in 2015 with his B.A. in finance. His aspirations in personal finance and assisting others led him to the wealth management industry.

Prior to joining Taylor & Morgan, Brett spent almost 7 years as an investment advisor for a large regional competitor. He has extensive experience in serving clients of all complexity levels and varying net worth.

Brett is a Certified Financial Planner and Chartered Retirement Planning Counselor. His specialties include investment analysis, tax planning, and retirement planning.