Brett Wilson

Financial Planning Analyst

Brett leads the role as Financial Planning Analyst for Carpion Private Wealth, assisting advancing the firm's core pillars by crafting custom, detailed financial plans, analyzing client financial data, forecasting, and budgeting to support clients’ overall strategic decision-making. With a strong skillset in financial modeling, goal analysis, and performance tracking, Brett assists the team optimize the overall financial planning process. Brett is committed to delivering actionable insights to support leadership in optimizing firm resources, achieving client financial objectives leveraging advanced tools and providing a deep understanding of the financial planning process.

With 8 years of experience in the financial services industry, Brett is a seasoned professional spanning operations, sales, and financial planning roles, doing so with a strong focus on client success and white glove service. Growing up in Kansas City, Brett was profoundly influenced by the Great Recession of 2008, which occurred during his high school years. This experience ignited his passion for supporting, educating, and making a meaningful impact on families' financial well-being.

Brett earned his undergraduate degree in International Economics from Texas Tech University in 2015, where he also served as a leader in various organizations. He is currently pursuing an MBA at Southern Methodist University, further honing his expertise and leadership skills. Outside of work, he enjoys traveling, sports, spending time at the lake, and experiencing live music.