Brent is a Private Wealth Advisor with Faubourg. He takes a holistic approach to financial planning, partnering with attorneys and CPAs to give his clients a 360-degree view of their finances.
Brent has worked in the financial service industry since 2006, with nine years as a financial advisor with JP Morgan Chase and Chase Private Client. He is a Certified Financial Planner and holds his Series 7 and 63 registrations with LPL Financial, as well as his Series 66 registration with both LPL Financial and 360 Wealth Management LLC.
In his free time, Brent enjoys hunting, fishing, spending time with his family, and conducting ministry work and Bible studies in surrounding communities.
A word from Brent:
“I enjoy developing meaningful, long-lasting relationships with my clients and helping them through every aspect of their financial lives. By lending my support and expertise, I want them to have confidence in making smart decisions about their money. To me, it’s not about accumulating millions of dollars without knowing my client’s true purpose or understanding what they want to achieve with their money. Ultimately, your physical, family, and spiritual life are all more important than money. But, when your financial life is in order and you have a true financial plan, you have a much better balance on those other aspects of life. You are able to pursue the things that are truly important to you.”
The Certified Plan Fiduciary Adviser (CPFA) credential demonstrates an advisor’s knowledge, expertise, and commitment to working with retirement plans. CPFA plan advisors have the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.