Education: Bachelor's of Business Administration - Southern Arkansas University
- Major: Accounting
- Major: Finance
Securities Licenses:
- Registered Investment Advisor
- FINRA Series 66 – Uniformed Combined State Law Examination
- FINRA Series 7 – General Securities Representative Examination (inactive)
- FINRA SIE – Securities Industry Essentials Examination (inactive)
Indiana and Oregon Insurance Licenses: Life, Accident & Health
About: Brent has two decades in combined financial services experience at a large investment banking firm, multi-family office, and then founding an RIA firm called Northbound Wealth Management (2020). Brent enjoys the challenging, exciting, and ever-changing aspects of portfolio management and financial planning for his clients. He leverages his experience, knowledge, and background of constructing and managing portfolios to help his clients' achieve financial freedom.
Brent loves spending time with his family, friends, and clients. He enjoys travel, the outdoors, sports, and serving in the community.