Barrett Koerner, CLU, ChFC

Financial Consultant

Barrett began his career as a financial consultant upon graduation from college and has been working in the industry for six years. He joined SummitWealth Partners in 2023 to assist Nasmi Morales in the growth of the firm. Barrett brings an expertise in the areas of risk management and retirement planning with the goal of providing clients the confidence to achieve their overall finacial goals and protect their loved ones along the way.

Barrett graduated from Texas Christian University with a bachelor's degree in accounting and finance. During his time at TCU, he was a member of Phi Gamma Delta during which he served as the president of his chapter for two and a half years. He currently holds Chartered Life Underwriter and Chartered Financial Consultant designations. Barrett resides in Dallas with his wife Chandler and two French bulldogs. He loves to travel with his wife and spend time with friends.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 972.455.9177
Fax 972.455.9166