Bret Hartung joined Hoopis Group as a Partner after 25 years of work experience in the Financial Services industry. His practice has always been, and continues to be, focused on working collaboratively with clients in the areas of investment advisory services, asset management programs, insurance planning and retirement/estate planning. Bret also specializes in working with business owners as a business continuation consultant.
Throughout his career, Bret has been recognized many times by his peers as well as industry standards, for which he has been awarded for his accomplishments. He was recently recognized as Hoopis Group’s 2018 Advisor of the Year for his production and growth over the past year. Bret feels his biggest accomplishments result from his passion as a mentor, and he looks forward to continuing to be an integral part of Hoopis Group’s growth.
Bret’s number one priority is his family. He currently resides in Lincoln Square, Chicago with his wife, Tarah and their twins, Ethan & Riley. In his spare time, he is active in the Capital Campaign for the Waldorf School. In between meeting with clients and mentoring, Bret may sneak in a round of golf here and there. He also enjoys traveling, and spending time with friends and family at his lake house in Michigan.
CA Insurance Lic. #0I57796, State of Domicile: IL
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