Brent has over 22 years of experience as a financial professional in the high net-worth market place. Brent specializes in comprehensive estate, business succession, retirement and investment planning for high net worth individuals. He uses his knowledge, experience and sophisticated support systems to determine the appropriate financial strategy for successful business owners, key executives and affluent retirees.
Brent is supported by a team of professionals dedicated to providing his clients with superior services, resources, products and technologies. Brent, along with his financial planning team, work together to build customized, comprehensive financial plans that are designed to meet the unique objectives of each of his clients.
Since joining the firm, Brent has been consistently recognized by former broker dealer Lincoln Financial Advisors for advanced levels of personal production and service. He is nationally ranked within Lincoln Financial Advisors as one of their top financial planners. Brent's practice includes business owners, doctors, executives, and real estate developers in Ohio and Florida as well as professional athletes.
Prior to joining former broker dealer Lincoln Financial Advisors, Brent participated in a 2 year management training program at General Electric. There he was exposed to several GE businesses and various disciplines of management, audit and sales. Brent is a graduate of John Carroll University School of Business with a BSBA in Marketing and Economics. He and his wife Audrey have three children and reside in Aurora, Ohio.
*This internal Lincoln Financial Advisors recognition is based on annual sales amounts as well as good regulatory and firm standing.
