Bret Hartung brings more than 30 years of experience to the financial services industry. Recognized by Forbes as one of the Best-in-State Financial Security Professionals, Bret is dedicated to helping clients achieve clarity and confidence in every stage of their financial journey.
His practice emphasizes collaborative planning across investment advisory services, insurance strategies, and estate planning. In addition, Bret works closely with business owners, specializing in continuation and succession planning. Bret believes financial planning is most impactful when we align capital with purpose.
Throughout his career, Bret has been consistently recognized by both peers and industry standards for his professional achievements and commitment to growth. Yet he considers his greatest accomplishments to be his role as a mentor—helping others develop their careers while contributing to the growth of our firm.
Bret’s top priority is his family. He resides in Chicago’s Lincoln Square neighborhood with his wife, Tarah, and their twins, Ethan and Riley. Outside of work, he is active in the Waldorf School’s Capital Campaign, enjoys traveling, and values time spent with friends and family at their lake house in Michigan. When time allows, you may also find him on the golf course, enjoying a quick round.
