

About.
Results & Equitable Relationships
Why Work with Brett?
A wealth manager may charge recurring fees.
Those fees can continue year after year.
As your portfolio grows, percentage-based fees can grow too.
My approach is different.
Pay a fixed course fee.
Learn how to understand your own finances.
Learn how to improve your investing.
Organize your financial plan.
Measure your progress.
Invest monthly.
Keep more money working toward your financial goals.
Build the knowledge to make more informed decisions.
The goal is greater financial independence.
Not greater dependence on ongoing management fees.
Account Management
With over 16 years of experience in Account Management and NAICS 541600 Consulting, I’m passionate about building lasting relationships, delivering creative solutions, and helping clients achieve new goals they couldn’t achieve by themselves. My career in account management began in the solar energy space in 2008. My web design and digital marketing journey began in 2012 with a Christian charitable mission: helping low income communities overcome challenges through an engaging online presence.
Delivering Client Results That Matter
I’m not just here to manage accounts—I’m here to help businesses win. With years of experience guiding companies through structured growth processes, I’ve seen firsthand how the right strategy transforms not only profit margins but also customer confidence.
As a trusted guide, walking clients step by step through tailored strategies that turn complex marketing goals into clear, measurable results. When businesses partner with me, they get more than just account management—they get a strategist who cares about their growth as much as they do. I thrive on being the go-to person for my clients. Clear communication and genuine care help me foster trust and long-term partnerships that make a real difference.
Driven by Passion, Not Energy Drinks
Amazingness in work comes from a genuine passion, and for me, that passion lies in creating efficient systems that allow businesses to thrive. I thrive in problem-solving, and nothing is more rewarding than knowing that the work I perform contributes to your unique value proposition. It’s work that I genuinely enjoy, and that joy translates into the care and dedication I bring to clients.
Results from His Courses
1 out of 231,134,130 People in the U.S.A.
What are my qualifications why my brain cognition skills were #1 from among 231,134,130 people in the United States of America U.S. Patent publication # US 2018/0108098 A1 (www.USPTO.gov)?
According to the United States Patent and Trademark Office (USPTO), a utility patent is granted for the “functional” aspects of an invention. To earn one, an inventor must meet several legal and technical qualifications under U.S. Patent Law.
What are four legal and technical categories an inventor must meet in order to be awarded a patent?
- Statutory Eligibility
- Under 35 U.S.C. 101, the invention can be a process. A series of steps or a method.
- Legal Criteria for Patentability
- Utility (Usefulness): The invention must have a “specific, substantial, and credible” use. It must work (operate) and perform its intended purpose in the real world. Purely theoretical or “frivolous” ideas do not qualify.
- Novelty (Newness): Under 35 U.S.C. 102, the invention must be new. It cannot have been publicly disclosed, sold, or patented by someone else before your filing date.
- Non-Obviousness: Under 35 U.S.C. 103, the invention cannot be an obvious variation of something that already exists. A “Person of Ordinary Skill In The Art” (POSITA) in that field should not have found the invention obvious to create by combining existing knowledge.
- Disclosure Requirements
- The USPTO requires that you “fully and particularly describe” the invention in your application (35 U.S.C. 112):
- Written Description: You must clearly describe what the invention is.
- Enablement: Your description must be detailed enough to allow a person skilled in that field to make and use the invention without “undue experimentation.”
- Best Mode: You must disclose the best version of the invention known to you at the time of filing.
- The USPTO requires that you “fully and particularly describe” the invention in your application (35 U.S.C. 112):
- Application Components
- To be officially considered, a “nonprovisional” utility application must include:
- Specification: A written description of the invention.
- Claims: The most important part, defining the exact legal boundaries of your protection.
- Drawings: Technical drawings to understand the invention.
- Oath or Declaration: A signed statement by the inventor(s) claiming they are the original creators.
- To be officially considered, a “nonprovisional” utility application must include:
There were over 231,134,130 people who could have 1st invented and 2nd been awarded a patent from the United States Patent Office for one of my inventions.
The online courses were produced for the general reader – not only inventors. I have spent years sharing these brain cognition skills with people like you.
Today, you can invent things relevant to your life that are way better than what I invented!
Over 11,000 Hours
Over 11,000 hours of research, development, and teaching have been invested into this online course for you. The Bureau of Economic Analysis, U.S. Department of Commerce and Britannica Encyclopedia were only a few of the research sources.
NAICS 541611 Consultant
Since 2008, I have been in business as a consultant under the North American Industry Classification System number 541611. During my service in the field, I have been able to support precious people like you improve their thought configurations and professional codes of actions in order to equate to superior economic measurements in context to the individual.
Your Guide
The online course as your guide. The guide has interactive questions to foster your critical thinking while stimulating personal engagement.
Are you ready to enhance your brain abilities and cognitive reasoning to the next level? The online course’s engagement is captivated by the guide’s carefully curated components listed 1-10 below.
- Assets (Before and After Assessment)
- Expense-to-Income Percentage (Before and After Assessment)
- Disposal Income (Before and After Assessment)
- Labor Production Rate & Learning Curve Rate (Before and After Assessment)
- Health Statuses (Before and After Assessment)
Business Growth through a 14 Step Framework
I have been working for a company that offers a turn-key flat-rate one-stop-shop for business growth needs. This included graphic design, search engine optimization, branding, print media, photography, videographer, digital marketing, coaching, systems creation, human resources coaching, bookkeeping and workflow mapping.
Every business has growth potential. My role is to minimize the trial and error with a plan in order for clients to reach their potential. Here’s how I have helped clients grow collaborating with teams:
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Guided Growth Framework
Led businesses through components of a 14 step framework designed to increase profit margins and deliver lasting results. -
Tailored Marketing Programs
Collaborated with marketing, management, and mentoring teams to build customized strategies for each client’s unique needs. -
Search Engine Optimization
Boosted clients’ visibility by writing optimized articles, improving site structure, conducting keyword research, and leveraging social proof through Google reviews. -
Sales System Growth
Helped a client improve their sales conversation system through carefully crafted phone scripts, quality control calls, and customer feedback systems that elevated satisfaction and credibility. -
Social Proof Strategies
Designed presentation scripts that encouraged customers to leave objective reviews, strengthening the client’s reputation and trustworthiness. -
CRM Optimization
Leveraged existing client CRM systems to drive repeat business and maximize revenue.
Awarded Copyright Certificate of Registration for Improving Personal Finance & Investing
G + I + C + (EX – IM) = GDP
Progressing Personal Finance, Investing & Macroeconomics to New Heights
Brett was awarded a U.S. Copyright Office Certificate TXu 2-317-655 and TXu 2-395-129 for progressing the social science of macroeconomics, personal finance and investing to new heights.
Experience.
Solving Conversion Problems, Elevating User Satisfaction
Primary Point of Contact
Served as the primary point of contact for client communications, I resolved issues quickly and built long-term trust.
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Delivered customized presentations that engaged new and existing customers, fostering stronger relationships and better conversions.
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Improved web lead conversions, turning prospects into loyal customers.
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Developed membership growth plans, increasing new sign-ups while reducing cancellations through proactive retention strategies.
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Successfully managed new and existing accounts, ensuring satisfaction.
What about web design & development? My web development services combine cutting-edge design with analytics integration to enhance user engagement and streamline customer journeys. I can boost conversion rates while strengthening brand visibility and customer loyalty. From frontline SaaS applications such as Microsoft 365 to the behind-the-scenes DNS records, hosting, CMS platforms, WordPress UI/UX, and security firewalls, I have ensured user experiences are reliable.
StoryBrand Marketing with Google Analytics
My story brand marketing approach guides customers through a clear journey by addressing their problem, presenting a compelling plan, and delivering an effective solution. This strategy increases six key Google Analytics metrics driving meaningful engagement and business growth. The six key Google Analytics are:
- Users
- Sessions
- Pageviews
- Average Session Duration
- Bounce Rate
- Conversion Rate
Let's Connect
I’m looking forward to leveling up with you on one of my online courses!
I’m based in the heart of metropolitan Tulsa, Oklahoma.
My contact information is on the website below: