Bret Smith, ChFC®, CLU®, CFP®, MSFS

President, Co-Founder, Financial Planner

Bret is a CERTIFIED FINANCIAL PLANNER™ practitioner. From 2000-2013 Bret was an adjunct professor at the university of South Florida, teaching Risk Management for the Financial Planner Certificate course. Bret graduated from the University of South Florida with a BA in Business and earned a MS in Financial Services from the American College.  Bret resides in the North Tampa community of Lutz with his wife Carla.

They have three adult children and enjoy spending time with their grandchildren. In his free time, Bret enjoys hunting, fishing, kayaking and boating. Bret is a member of the NRA Firearms Institution and enjoys providing Firearm instruction. Bret and Carla are active in their local church, Creekside.

Phone 813-269-7100