Brett Long serves as the Chief Operating Officer for TM Advisors where he is responsible for overseeing key business functions, streamlining operations, and nurturing client relationships to ensure exceptional service and strategic financial planning. . In addition to this role, Brett also holds the position of Chief Operating Officer at Taylor Capital.

Brett holds several designations, including Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC). These qualifications underscore his commitment to providing clients with well-rounded financial advice. Brett’s areas of specialization encompass investment analysis, financial modeling, tax planning, financing, and retirement planning, reflecting his ability to address a broad spectrum of financial challenges with precision and insight.

Brett graduated from Michigan State University in 2015 with a Bachelor of Arts in Finance. Driven by a deep passion for finance and a desire to make a meaningful impact on others’ financial well-being, Brett embarked on a career in wealth management. Before joining TM Advisors, Brett accumulated nearly seven years of experience as an investment advisor at a prominent regional financial institution. During this time, he developed a robust skill set in managing a diverse portfolio of clients, each with unique financial needs and varying levels of complexity. His hands-on experience has equipped him with a comprehensive understanding of the intricacies involved in effective wealth management & corporate real estate solutions.

In addition to his professional endeavors, Brett is known for his dedication to continuous learning and staying abreast of industry developments, which ensures he delivers the most current and effective strategies to his clients. His combination of technical expertise, strategic vision, and client-centered approach makes him a valuable asset to TM Advisors, Taylor Capital, and the clients he serves.