Brent is a graduate of Grand Canyon University with a bachelor’s degree in Business Management. He began his career with Northwestern Mutual and LPL before coming to Heritage Family Offices. Brent holds his CFP® certification and has the education necessary to truly understand his clients’ needs and guide them appropriately toward meeting their business and financial goals. While he thrives in all spectrums of services, he specializes in helping business owners, their executives, and families toward achieving their most valued financial goals. Whether providing corporate retirement plans, estate planning, business succession plans, or custom retirement income strategies, he is passionate about helping both individuals and businesses achieve their goals through interactive planning and consistent communication. Outside of the office, Brent can always be found with his family, traveling, or at the gym.