Simplified Financial Advice.

Meet Brent


Brent is our team’s Managing Director, Partner, Senior Investment Advisor. As a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary™, he leads the charge in creating customized and comprehensive roadmaps for clients, focusing on tax efficiency to assist our clients in defining and pursuing their goals.

A graduate of Northern Arizona University, Brent spent time in law enforcement as a police officer before joining the financial services industry. He now has more than two decades of valuable experience working with foundations, endowments, institutional retirement plans and families, serving as their trusted financial advisor.

Outside of work, Brent stays active hiking and running – and spends a great deal of time cheering at soccer, swimming and basketball activities. When time permits, Brent enjoys getting away to the Oregon coast.