Membership Spotlight
Member Spotlight: Brett Caroselli, MBA, CFP®, CLU®
This quarter, we are excited to shine a spotlight on Brett Caroselli, Financial Advisor at Mapstone Veritas Financial Group. Brett has been a dedicated and valued member of our Estate Planning Council community, and we’re thrilled to learn more about his journey.
Q: How did you get started in your field, and what has your career journey looked like?
Brett’s journey began in 2004, knocking on doors to set up 403b plans for schools. Over the years, his practice evolved into comprehensive financial planning, with a focus on estate planning since 2010. Brett reflects on the early grind and the rewarding growth over time. Building a strong team and client relationships has been at the heart of his success, with key team members like Symantha and Thomas playing crucial roles.
Q: What is the most rewarding aspect of your work?
The most rewarding part for Brett is the relationships he’s built over the years—both with clients and his professional network. Brett values the long-term connections and the constant learning that comes with the ever-evolving nature of financial planning.
Q: What do you enjoy most about being a member of the Estate Planning Council?
Brett appreciates the camaraderie and learning opportunities within the EPC, where he’s been able to connect with fellow professionals and grow his practice alongside like-minded individuals.
Q: When you're not working, how do you like to spend your free time?
Outside of work, Brett enjoys spending quality time with his wife Jenn and their three children, Charlotte (12), Jake (10), and George (8). Whether it’s outdoor activities or working out, Brett makes the most of his time with family.
Q: What’s a fun fact about you that most people don’t know?
Brett is an avid player of Platform Tennis, also known as “Paddle,” which is a mix of tennis, racquetball, and squash. He’s a regular on the court, especially during the fall, winter, and spring, and loves the great community of players in the area.
Q: If you could travel anywhere in the world, where would you go and why?
Brett and his family love to travel and explore new places. Their next adventure takes them to Paris & Normandy this Spring—a place filled with history, beauty, and adventure!
Brett’s dedication to his clients, his team, and the estate planning community is truly inspiring. We’re proud to have him as a member of the Estate Planning Council!
