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Brett Ludwig headshot

Brett Ludwig


Brett recognizes that financial advice is not just about finances. He understands the guidance and insights he provides can have an enduring, positive and far-reaching effect on his clients’ lives. While relishing the mental challenges of financial planning, Brett gets the most satisfaction from knowing he plays an important role in his clients’ success stories and the lives of their families.

When not serving his clients, Brett likes to spend time with his wife and two young children, as well as play golf and visit family in Minnesota, where he and his wife are from.

Joined JMG



Certified Financial Planner®


Bachelor of Science in finance – Michigan Technological University

“The relationship between a financial advisor and a client requires a level of trust only complete transparency can achieve.”