Brett started off in the Dallas Call Center in 2016, where he assisted participants with questions on their defined contribution, defined benefit, and non-qualified plans. Brett then became a supervisor in the Call Center and assisted with education and in developing processes that are still in place today. He became a plan manager with the CAPTRUST team in 2020 during the process of onboarding 180 plans (defined contribution, a defined benefit plan, and insurance policies within the 401k plans). His experiences include project management, plan reconciliation, change management, onboarding, sales, and education.