Bret Loftis

Vice President | Financial Advisor

Bret discovered his passion for finance and economics while pursuing his degree & playing football at Portland State University. He began his career in 2005 with a large financial services firm where he quickly excelled in helping clients with retirement planning and solutions. In 2009 Bret made it his mission to find superior financial products & strategies that better fit both people in retirement as well as those planning to retire. That mission ultimately brought him to Axim.

Bret is fueled by his desire to provide value and serve others; he is passionate about learning and continuing to grow in his expertise. Loftis has received multiple national awards for excellence in the financial services industry. Bret takes an ‘education-based’ approach with clients as he strives to make sure the plan is not just a great fit, but also understood.

Outside of work, Bret loves to play with his two girls, coaches various sports, mountain bikes, travels with his family, and volunteers in the community and at his church. He resides in Meridian, ID with his wife Angela and their two daughters, Evera, & Araya.