Brett E. Sherpan, CFP®, CRPS®

Brett E. Sherpan,
CFP®, CRPS®

Financial Advisor

Brett started his career in information technology, where he developed simple solutions to abstract problems and excelled at translating the obscure and the complex into concise, understandable concepts. In 2002, he left the IT industry and joined Chicago Oakbrook Financial Group.

He’s proud to have been recognized as a Founder’s Club advisor for 2022—a distinction based on annual production that places him among the top 35 percent of advisors affiliated with Commonwealth Financial Network®.

Brett works with families, savers and inheritors, corporate executives, business owners, widows and widowers, retirees, and want-to-be retirees, helping educate and navigate them through difficult and complex financial situations.

An alumnus of Roosevelt University, Brett helps clients develop a financial plan, put it into action, and provides counsel on investments and estate planning.