Brent is passionate about helping clients align their financial goals and aspirations with the right strategies to help them plan for the future and potential roadblocks. Brent enjoys building existing and creating new relationships with his clients and bringing years of experience in analyzing and developing financial forecasts with actionable plans to guide clients in wealth management including retirement, investments, risk management, lending, banking, business and multi-generational planning. Using an educational approach, he encourages clients to ask questions as we work together to design a plan for their financial future.
Brent has over 13 years of Financial Advising experience and 20+ in sales and service. After graduating from the University of Kentucky with a Bachelor of Arts in Political Science, he later completed an Executive MBA. He also completed a number of financial industry designations including the Certified Financial Planner Professional™, Chartered Financial Consultant®, Accredited Portfolio Manager AdvisorSM, and Behavioral Finance Advisor™.
Brent is a member of the Northern Kentucky Estate Planning Council, Northern Kentucky Chamber of Commerce, and serves on the St. Elizabeth Foundation Board and the Cancer Support Community of Greater Cincinnati Board. He and his wife, Nikki, have three young children. In Brent's spare time, he enjoys spending time with friends and family, reading, coaching and playing soccer, golf, tennis, backpacking, and traveling.