Brett Polzin (CFP®, EA)

Additional Information

Brett founded Eight Peaks Wealth Management to bridge the gap between tax advice and financial planning. As a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent, Brett brings deep expertise across many facets of wealth management. His knowledge spans budgeting, cash flow management, savings strategies, investment management, insurance solutions, tax optimization, estate planning, education planning, debt management, employee benefits, corporate structure, and retirement planning. After honorably serving in the U.S. Air Force, Brett transitioned into financial services in 2013 and has since dedicated his career to helping families, retirees, and small business owners make smarter financial decisions. He is passionate about giving back to the community and is an active member of the Rotary Club of Parker, the American Legion, and the Parker Chamber of Commerce. Previously, he served as a registration director for Special Olympics Oklahoma, supporting events held at Vance Air Force Base. Brett lives in Parker, Colorado with his wife Sarah—an Assistant Principal in the Cherry Creek School District—their three children, Parker, Brooklyn, and Gavin, and their Miniature Australian Shepherd, Sam. The family stays active in local youth sports. Brett is a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the National Association of Enrolled Agents (NAEA), the National Association of Tax Professionals (NATP), and the FeeOnly Network. In his free time, Brett enjoys golfing, attending local music and sporting events, coaching youth sports, volunteering, traveling, and talking Green Bay Packers football whenever he gets the chance.