Brett Schumbacker

Brett Schumbacker is a Private Wealth Advisor at Evertern Wealth who supports clients with financial planning, portfolio analysis, and relationship management. His work includes building comprehensive financial plans, preparing portfolio reviews, and supporting analytics and business development to help deliver disciplined, data-driven guidance aligned with long-term objectives.

Brett has more than eight years of experience working alongside a senior advisory team serving high-net-worth families. His experience includes exposure to complex client situations, long-term planning strategies, and the operational requirements of a boutique advisory platform.

Earlier in his career, Brett worked for an economic consulting firm in North Florida, where he provided data management and audit services. This analytical foundation informs his work in financial modeling, portfolio analysis, and client reporting.

He holds the FINRA Series 7 and Series 66 registrations and is actively pursuing the CERTIFIED FINANCIAL PLANNER® designation. Brett earned his degree from Florida State University, where he majored in Economics and Sport Management. A native of Southwest Florida, he maintains strong ties with the local community.

He is involved with SIDES, a charitable organization dedicated to supporting children and families affected by pediatric cancer.

Outside of work, Brett enjoys golf, traveling, and chess. He is married to Sydney and values time spent with family and friends.