Bret R. Andrus*

Bret R. Andrus*

Associate

Phone: (801) 424-0020
Fax: (801) 424-0030
E-mail:
 

Credentials

 

  • Worked in the financial services industry since 1980
  • Extensive experience providing comprehensive financial planning services
  • Series 7, 63, and 65 licenses
  • Regularly attends advanced level courses and conferences throughout the country focusing on insurance, investments, estate planning, employee benefits, and financial planning
  • Conducts seminars and training courses for other professionals in the industry
  • Repeatedly qualifies for top recognition awards
  • Member of Utah Chapter of Financial Services Professionals
  • Business Finance degree from the University of Utah

 

Bret is married to Joyce Tagge of Salt Lake City, Utah.  They have four children and 14 grandchildren.

Personal Philosophy
 

I entered the financial services industry in 1980.  I have a genuine interest in people.  Relationships are very important to me and I work hard to earn my client’s trust and confidence.  I gain a great deal of satisfaction knowing my clients are better off because we have worked together.  I consider myself a financial strategist and wealth architect.  I strive to help my clients discover solutions to their financial concerns, goals, and dreams.

 

I have experienced the importance of good planning in my own life.  Despite having gone through periods of severe disability, I have been able to support my family and sustain my business during these difficult times.  I learned firsthand how a strong financial plan can enable people to succeed in a variety of circumstances.