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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.