David is part of an incredible team of highly skilled individuals at TBH. One key member, Brett Walters, a Certified Financial Planner, joined TBH Plan in August of 2019. Brett brings ten years of experience as a financial planner to the TBH Plan team. Brett’s unconventional path to his calling as a financial planner provides him with a unique perspective on serving his clients.
Soon after graduating high school, Brett enlisted in the US Navy and completed the arduous training to become a Navy SEAL. He had the honor to serve in the presence of heroes through two overseas deployments in support of Operation Enduring Freedom. Although few of the elite skills from the military translated over to his current profession, many of the traits he learned at an early age provide unique advantages in his current role as a fiduciary financial planner, among them attention to detail, disciplined processes, dedication to the client, and a commitment to excellence.
After the SEALs, Brett graduated from the University of Colorado at Denver with a Bachelor’s in Finance, with honors. Brett resides in Nashville with his wife and two young sons. He’s a member of West End Community Church and enjoys traveling, the outdoors, and spending time with his family.