Brent Carlton bio image
Brent A. Carlton, CFP® First Vice President, Investments

A Certified Financial Planner™ professional, Brent has provided financial and wealth management advice for more than 24 years. His areas of expertise include comprehensive financial planning, developing retirement strategies for clients and managing company retirement plans. He is also responsible for annuity investments and fixed income research. Brent specializes in serving the needs of corporate executives, healthcare professionals, retirees, and pre-retirees.

Earlier in his career, Brent spent ten years working as a mechanical engineer in the Louisville area. He earned a bachelor’s degree from the University of Louisville Speed Scientific School, as well as a Master of Business Administration from the University of Louisville.

A native of Louisville, Brent and his wife, Beth, have two daughters and are active in the Louisville community. Brent is an avid outdoorsman, and he enjoys fishing and spending time at the lake with his family. He supports multiple charities in the Louisville community and has served on charity boards in the area.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Helping our clients succeed is the impetus behind every plan and procedure we put into action.