Bret Mulvaney, CFP®

Financial Planner

Bret joined us from the Air Force, where he served his country for nine years, including a one year deployment in support of Operation Iraqi Freedom. His service also included posts in Korea, Guam, Germany, and Turkey. Since joining in 2006, Bret’s creativity and persistence in tackling client issues has been invaluable.

Originally from Minnesota, Bret is grateful to be living in Texas, away from the freezing cold and snow of his home.

Bret is a graduate of the University of Georgia, where he earned a Bachelor of Business Administration in finance. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2012.

Outside of work Bret is a volunteer with Brazos Valley Hospice.  In his spare time he and his wife Carmen enjoy studying the Bible, reading, and spending time with friends.