Our Team
Bret Robertson, CFA
FINANCIAL ADVISOR
What do you do for Glean Financial?
At Glean Financial Bret has the honor and privilege of building relationships and serving clients. He truly believes that success begins with listening well and knowing each other's stories. Bret is the creator and implementer of financial roadmaps.
Where are you from and what are your credentials?
Bret grew up in San Antonio, Texas. Bret graduated from Baylor University (Go Bears!) with a B.B.A. in finance and management. He holds the Chartered Financial Analyst designation.
What is your work history?
After graduating from Baylor, Bret worked in Southern California at an institutional investment firm for 10 years. In 2021, Bret and his family moved to Chattanooga in order to help individuals and families meet their financial needs.
Who is a part of the Robertson Crew?
Bret married Carey in 2011. They have 3 children named Watts, Reese, and Bodie and one lively Doodle named Cali.
When I’m not serving clients (working) I am…
Playing in the yard with my kids, coaching youth sports in the neighborhood and also searching for good food in Chattanooga!
Anne Charlotte Hooper
OPERATIONS
What do you do for Glean Financial?
Anne Charlotte assists Bret in all things operations, from paperwork to IT to organization.
Where are you from and what are your credentials?
Anne Charlotte grew up in Ocala, Florida. Anne Charlotte graduated from Covenant College with a B.A. in Economics and Community Development. She then received her M.B.A. from Belhaven University.
What is your work history?
Following her studies she spent three years coaching women’s college soccer. She then worked at a local non-profit in Chattanooga supporting at-risk youth as a Director of Coaching. She joins the Glean team in hopes to better connect people to financial solutions.
Who is a part of the Hooper Crew?
Anne Charlotte and Ben married in 2016. They have 2 active children named Teddie and Fox.
Anne Charlotte is a fan of…
Exploring God’s creation in Chattanooga’s beauty while adventuring with her family She is also an avid fan of the Florida Gators and loves competing and watching all sports.