portrait of Brett R Loeb

About Brett

Hi! Thanks for taking a minute to learn about my branch team. We strive first to understand our clients' needs, and then to serve with love, honesty and enthusiasm.

We want to be an important part of our clients' lives. Helping clients have successful financial lives is a big job and we love doing it. "Let's go make the world a better place!" is how I end our staff meetings.

It's been a very interesting 20-plus years! I've led my clients through three recessions, a tech bubble, the Enron scandal, the September 11th attacks, a global financial crisis, oil shocks, trade...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Work History

  • Edward JonesOctober 1998 to Current

Education

  • University of Notre DameMBA (Masters of Bus Admin)
  • St Johns UniversityBachelors

Personal Interests

  • Fishing
  • Hunting
  • Hockey
  • Football
  • Spending Time with Family

Team Members

  • Carol Longseth
    Sr. Branch Office Administrator
  • Jessica Pease
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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