Brett Coffman, Ph.D., ACFBA, CFP®, EA

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™, Enrolled Agent and NAPFA Registered Financial Advisor, Brett brings over two decades of experience in financial, business and wealth advising. Through a comprehensive planning process, he specializes in helping families protect and transition their business value, preserve and grow wealth, and preserve family harmony, while focusing on each client’s most important goals and hopes.

Prior to founding Resilience Wealth Advisors and joining Alpha Financial, Brett served as Senior Vice President at BB&T (now Truist), where he created a foundational platform for business advisory services to provide advisory work for several boutique fee-only firms. In those roles, he helped affluent and ultra-affluent clients determine how they would retire, transition their business interests, and transition assets to the next generation, while minimizing taxes and protecting family members’ interests.

Brett earned a B.S. in Economics from the University of Utah, a Master of Business Administration (MBA) from Syracuse University, a Certificate in Personal Financial Planning from New York University, an Advanced Certificate in Family Business Advising from the Family Firm Institute and is a Cannon Trust School graduate. He has passed a rigorous IRS administered tax exam, earning the designation Enrolled Agent (EA) and as a result is eligible to represent clients before the IRS. In addition, he earned a Ph.D. in Personal Financial Planning from Kansas State University, with a focus on family business dynamics and succession preparedness. Brett has been an Adjunct University Professor, and he has written articles for several professional publications, including the Journal of Financial Planning. He is a reviewer for several academic journals, and has been quoted in regional and national media. Brett is also a member of the Financial Therapy Association, Family Firm Institute, and the Estate Planning Council of Charlotte.

Brett resides in Tega Cay, is married, has four children, including twin girls attending the University of South Carolina, and has an energetic golden doodle. He enjoys hiking, tennis, travel, boating, kayaking, spending time with family, and just marveling at the stars. He learned to appreciate the outdoors many years ago while becoming an Eagle Scout and today practices mindfulness. He can regularly be found puttering in his yard and working on his vegetable, herb, and pandemic perennial gardens.