A Certified Financial Planner™ professional, Brent has provided financial and wealth management advice for more than 17 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. Brent specializes in serving the needs of corporate executives, healthcare professionals, retirees and pre-retirees.
Earlier in his career, Brent spent 10 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 Louisville area.
Raymond James is not affiliated with any of the organizations listed above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.