Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution


  • Series 66
  • SIE - Securities Industry Essentials Examination
  • Series 7
  • Series 3


  • B.S. Bethel University, Economics and Finance
  • M.S. Washington University in St. Louis, Finance

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021

Previous experience

  • Financial Advisor - Wells Fargo Advisors, 2015 - 2017
  • Investment Analyst - Mercy Investment Services, 2014-2015

Community participation

  • Barstow Alumni Board


Outside the office, Brent enjoys reading, traveling, hiking, and spending time with his wife and their dogs, Sammy and Water. He volunteers at Christ Community Church and serves on the Barstow School's alumni board of directors.