Man in a suit jacket smiles against a brick wall. He has short brown hair and a trimmed beard, wearing a blue shirt.

Brett Richards

Position: Senior Portfolio Manager and Financial Planner

He earned a Bachelor of Arts in Economics from Georgia State University, an MBA in Finance from Emory University, and holds the Chartered Financial Analyst (CFA) designation—adding strength and insight to his wealth management approach.

 

Outside the office, Brett actively leads within his local church community. He’s passionate about giving back and has volunteered with Junior Achievement, Habitat for Humanity, and the Boy Scouts of America. As an Eagle Scout, Brett embodies a lifelong commitment to service and leadership. When not working or volunteering, Brett embraces life’s adventures—whether playing golf, snow skiing, or serving as “Uber Dad,” chauffeuring his 2 sons to their next activity.

Explore Our Latest Articles

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By David Fountain, CFP® professional • April 18, 2024
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Double Wins! Celebrating Success at the 10th Annual Best of Forsyth Awards

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10 Signs You Need a Fiduciary Financial Planner in Alpharetta

By David Fountain, CFP® professional • March 27, 2024
Discover the top 10 signs you need a fiduciary financial planner in Alpharetta. Start your financial journey today!
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