Find Your Peace of Mind
Brett understands firsthand that life's biggest financial decisions often arrive unexpectedly. That perspective fuels his passion for helping families prepare long before they need to rely on their plan.
Brett Humphrey
specializes in helping business owners maximize the value of their business
before a sale and preserve the wealth they create afterward.
Working alongside
business owners, their CPAs, attorneys, and investment bankers, Brett
collaborates with clients to evaluate tax, business-transition, estate, and
financial-planning considerations associated with the sale of a business. His
background in private equity gives him a perspective on the questions buyers
ask and the decisions that can materially impact a business owner's outcome
years before a sale.
Born and raised in
Tulsa, Oklahoma, Brett is a proud lifelong Oklahoman. Before becoming a
financial advisor, his career included leadership roles in private equity and
Oklahoma politics, experiences that shaped the strategic approach he brings to
advising entrepreneurs today.
Having lost his
mother at age 17 and his father in 2025, Brett understands firsthand that
life's biggest financial decisions often arrive unexpectedly. That perspective
fuels his passion for helping families prepare long before they need to rely on
their plan.
Brett previously
served as Director of Black Gold Private Equity Group, Campaign Manager for
Oklahoma Attorney General John O'Connor, and Campaign Director for Oklahoma
Governor Kevin Stitt.
A graduate of
Oklahoma State University's Spears School of Business, Brett received the
Raymond D. Thomas Award as the university's top graduating business student in
2016. He currently serves as President of the Spears School of Business Alumni
Board.
Brett and his
wife, Erin, live in Tulsa with their son, Eli.
Brett
Humphrey is a registered representative of and offers securities and investment
advisory services through MML Investor Services, LLC. Member SIPC
(www.sipc.org). OND is not a subsidiary or affiliate of MML Investor Services,
LLC, or its affiliated companies. OSJ 14241 Dallas Parkway, Suite 1200, Dallas,
TX 75254 (972) 348-6300 CA License #4374787
CRN202709-11610690