Sean Britt, CFP®
Sean joined the financial services industry in 2012 working at Fidelity Investments
and joined Merrill Lynch in 2015. His focus is on developing strategies and providing
advice for individuals, their families and their businesses by understanding their
short- and long-term financial objectives. He works with clients to help identify
their primary goals and needs—including asset allocation, education funding, retirement
income planning, tax minimization strategies, and estate planning services—and then
commits himself to crafting financial strategies designed to help clients pursue desired
outcomes, while building, managing and preserving their wealth for current and future
Sean holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified
Financial Planner Board of Standards, Inc., and holds the Series 7 and 66 FINRA registration
as well as his Texas life, health, and variable annuity insurance licenses. He is
a graduate of Midwestern State University, with a BBA degree in Finance.
Sean is a native Texan, who, in his spare time, enjoys traveling with his fiancé,
Kati. They are getting married in Jamaica in 2019. In addition to traveling, they
enjoy spending time with family and their 3 pets.
Bryan Carlson, CFP®
Bryan Carlson has over 16 years in the financial services industry. Currently Bryan
works maintaining a book of high net worth client relationships. Bryan's primary focus
includes specializing in managed accounts, while supporting his clients on various
financial planning topics including retirement, estate and tax planning.
Bryan Carlson earned his BBA in Finance from Texas A&M University in May 2000, and
a MBA in Financial Services from the University of Dallas in December 2008. He currently
holds the FINRA 7, 63, 66 and Texas Life & Health licenses in additionaddition to
obtaining the CERTIFIED FINANCIAL PLANNER™ certification in 2016.
Bryan is a member of FPA Dallas/Forth Worth.
Rodney Jarrell, CPA, CFP®, IAR
Rodney is a Certified Financial Planner professional with Lakeview Financial Solutions
and has been a Certified Public Accountant since 1981. After spending many years in
the financial industry where he helped hundreds of people with their life plan, he
moved into the retirement and college planning industry. Rodney became interested
in retirement planning when more and more of his college planning clients started
asking for help with their retirement plans. With diligent analysis and research,
he has helped many families navigate their way through the minefield of retirement
Rodney Jarrell has both a Bachelor's degree and an MBA from Baylor University in Waco,
Texas. He has been married to his wife Janice for 39 years and has two children and
Rodney is a member of FPA Dallas/Fort Worth.
Stephen Stetz, CFP®
Steve Stetz: was born in Kansas and also lived in Oklahoma before moving to Texas
in 1992. He began at Fidelity in April of 2011. After advancing through various roles,
he joined the Portfolio Advisory Services team as an assigned relationship manager
in August of 2014. On a daily basis, he engages in discussions around service, investment
planning, retirement planning, estate and tax planning, trusts, and charitable giving
to ensure loyalty and satisfaction. Throughout his tenure at Fidelity, he has been
consistently recognized for his performance and leadership. He has also served as
a mentor to newer representatives where he helped his peers succeed in their role
and increase their knowledge of the financial markets.
Steve became a CERTIFIED FINANCIAL PLANNER™ in July 2014, along with his certification
he also holds the FINRA 7, 63, Texas Life & Health, and Texas P&C licenses. He received
a B.B.A. in Management in 2005 from Texas Tech University. After working for 3 years,
he went back to attend graduate school in August of 2008 where he received a joint
degree consisting of a MBA and a Masters of Science in Personal Financial Planning
graduating in December 2010. Steve is a member of the Dallas Financial Planning Association
and has attended FPA annual conferences in Anaheim, CA and Denver, CO.
He and his wife Allison just celebrated their 7th wedding anniversary and they have
a son named Mason with another baby boy due in January of 2015. Outside of work, Steve
enjoys spending time with his family, being outdoors, and watching sports.
Steve is a member of FPA Dallas/Fort Worth.
Brandon Truitt, CFP®
Brandon worked at Fidelity Investments for 14 years in a variety of leadership roles
focusing on workplace benefits and financial plan delivery. During his tenure there
he helped launch their execuitve compensation group, workplace guidance department,
and was in charge of operational execution for over 300 financial planning professionals.
These teams address a myriad of investment issues specializing in employee benefits
like DC plans, DB plans, investing products, accounts, and services. In addition to
the CFP® designation, Brandon also holds the MPAS® and CRPC® designations.
Brandon currently teaches in Dallas, but grew up in Austin, Texas. He attended McNeil
High School as was recognized as a National Merit Scholar, National AP Scholar, and
graduated top ten in his class. He earned his undergraduate degree stuying English
and Philosophy from Texas A&M University. There, he was recognized as a University
Scholar and Lechner Scholar by the honor's department. Brandon also holds a Master's
of Science in Personal Financial Planning and is currently working towards his FP&A™
designation specializing in corporate financial planning.
In his spare time Brandon is a member of the Dallas Fort Worth FPA® chapter and likes
to read, write, play tennis, and work on home improvement projects. He currently teaches
live review classes and offers tutoring.