Brett Bacon, CPWA®
Director of Wealth Management,
Wealth Manager
"It takes as much energy to wish as it does to plan" - Eleanor Roosevelt
Brett is a CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®) and earned these distinguished credentials from the Yale School of Management. He received a Bachelor's Degree in Finance from Kansas State University and has been recognized as a 5 Star Wealth Manager awarded by Five Star Professional, featured in Forbes and 435 magazine. Prior to partnering to form LFS Wealth Advisors, Brett worked in private tax accounting as well as operating his own advisory practice. His area of focus includes comprehensive financial planning, tax management strategies and multigenerational wealth transfer.
Brett firmly believes in the importance of making sure that the tax and investment strategies he advises clients on are in line with their life aspirations. He continuously collaborates with clients to assess their progression toward their long-term goals and objectives, and to ensure that their advancement is being maintained.
Brett grew up in Olathe, KS and still calls it home. Brett and his wife Brittany have four daughters, Ellie, Savannah, Brooklyn and Madalyn. They also have two dogs, Bear and Lasso. In his free time he enjoys helping his girls learn to play music and spending time with his family at the Lake of the Ozarks.
FINRA Series 7, 66, Not registered in all states
Accident and Health, Life, Variable Contracts, Not registered in all states
Kansas City Five-Star Wealth Manager (featured in 435 Magazine and Forbes)