Brett has over a decade of public accounting experience in the Greater New Orleans Region. He is a New Orleans native and graduate of Jesuit High School. Brett graduated from the University of New Orleans with a Bachelor of Science in Accounting in 2008. His professional memberships include the American Institute of Certified Public Accountants (AICPA) and the Society of Louisiana CPAs (LCPA), where he serves on both the State & Local Taxation (SALT) Committee and the Louisiana Tax Conference (LTC) Committee.
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
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