About: Brent has +18 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.
Securities Licenses: Registered Investment Advisor, FINRA Series 7 – General Securities Representative Examination, FINRA Series 66 – Uniformed Combined State Law Examination, FINRA SIE – Securities Industry Essentials Examination
Insurace Licenses: Life, Accident & Health