Brett brings more than 5 years of accounting and commercial real estate operations experience to Forum. As Associate Director – Family Office Accountant, he is responsible for a variety of family office accounting and reporting tasks for the Forum’s Founder & CEO, including assisting with stakeholder communications and forecasting.
Prior to joining Forum, Brett was a Senior Accountant at Brock and Company CPAs where he was responsible for leading tax and accounting engagements, which included review of federal and state tax returns for 200+ clients as well as preparing and reviewing financials for a variety of industries. Before that he held similar accounting roles at RMI Healthcare Real Estate Advisors and “I and love and you” pet food company.
Brett is a Certified Public Accountant and holds a Bachelor of Science degree in Business Administration with an emphasis in Accounting and Operations Management and a certification of Operations and Information Management from University of Colorado at Boulder, Leeds School of Business. Outside of work, Brett enjoys fly fishing, golf, snowboarding, traveling, and being a food connoisseur.
