Hi. 👋
I’m Brett Grau.
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Location
Denver, CO
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Experience
15 years
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Credentials
Master of Business Administration
Certified Financial Planner™
Certified Private Wealth Advisor®
Chartered Sustainable, Responsible, and Impact Investing Counselor™
Over my 15+ years in the industry—most of them with Charles Schwab—I’ve had the honor and privilege of helping people not just reach their financial goals, but live fuller, more confident lives. My favorite part of what I do is seeing clients feel at ease about their money and their future—because when that happens, they get to focus on what really matters: living life to the fullest.
Along the way, I’ve helped clients chase investment dreams, calm market (and life) worries, and build thoughtful strategies around everything from estate planning and tax efficiency to retirement income and portfolio design. I love diving into the details to make sure every piece fits their bigger picture.
But the best part? The relationships. Getting to know each client’s hopes, dreams, and families is what makes this work so rewarding. I give 120% to every client and do my best to stay two steps ahead to anticipate their needs.
Oh—and my favorite nickname from a client? “Instant Coffee.” Quick, reliable, and always ready to help.
Team Aspen
Aspen Team
Team Aspen is rooted in Colorado, and like the trees themselves, our team is a tight-knit network of experienced advisors who are resilient and deeply connected. With the highest concert attendance by far, they’re in tune with connection and harmony—key elements in their approach to client service. Expect a vibrant team with a steady beat and a strong sense of purpose.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
Meet more advisors.
Kerri Allen, CFP®, EA, MBA
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Brennen Ramos, CFP®
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Roch Monnig, CFP®
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Chelsea English, CFP®, ChFEBC℠, AIF®
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Erin Varghese, CFP®
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Chris Brown, CFP®, CPWA®️
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Caleb Vering, CFP®
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Naomi Roy, CFP®
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Harry Sommers, CFP®, MBA, FBS®, CEPA®
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Katie Villegas, CFP®
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Steven Murphy, CFP®
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JJ Lester, CFP®, MSM
Lead Financial Advisor
Katie Kavehrad, CFP®, CAP®
Lead Financial Advisor
Chelsea Johns, CPA, CEPA®, CFP®
Lead Financial Advisor
Brandon Woods, CFP®, CKA
Lead Financial Advisor
JT Trimble, CEPA®, CFP®️
Lead Financial Advisor
Kerri Allen, CFP®, EA, MBA
Lead Financial Advisor
Brennen Ramos, CFP®
Lead Financial Advisor
Roch Monnig, CFP®
Lead Financial Advisor
Chelsea English, CFP®, ChFEBC℠, AIF®
Lead Financial Advisor