CEO, CCO, Founder
Education: Bachelor's of Business Administration - Southern Arkansas University
- Major: Accounting
- Major: Finance
- Registered Investment Advisor
- FINRA Series 7 – General Securities Representative Examination
- FINRA Series 66 – Uniformed Combined State Law Examination
- FINRA SIE – Securities Industry Essentials Examination
Indiana and Oregon Insurance Licenses: Life, Accident & Health
About: Brent has +15 years in combined financial services experience from banking and investing to financial planning and holistic wealth design. He leverages his knowledge of constructing and managing portfolios to help his clients' achieve financial freedom.
Brent enjoys spending time with his family, friends, and clients. He loves travel, the outdoors, sports, and serving in the community. Brent believes that life is short, that we can't take worldly possessions with us when we go, therefore, like many others have said, the essence of life is to love God and love others.