Having spent over 20 years in the financial services industry, Brent has experienced some of the most challenging years we’ve seen in decades in the financial markets. This experience has equipped him to be able to help his clients successfully navigate the challenging planning environment that exists today.
Brent is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, one of the industry’s most respected designations. This designation is awarded to individuals who have met rigorous professional standards, including mastering comprehensive financial planning concepts, and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Brent also holds a Bachelor’s degree in Business Management-Finance from Brigham Young University, in Provo, Utah.
Not only is Brent knowledgeable and competent, but he knows how to meet you where you are. He is thorough and spends whatever amount of time is necessary to help you understand important financial concepts and investment options. Brent is personable and committed to helping others achieve a brighter financial future.
Brent is married to his wife, Jenny, and they are the proud parents of 4 wonderful children. When Brent is not in the office working, you will likely find him on the golf course, spending time with his family, or enjoying the outdoors. He loves playing and watching sports, and enjoys scuba diving, roller coasters, jigsaw puzzles and board games.