Brent has over 29 years of experience as a financial professional in the high net-worth marketplace. 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. Brent’s practice includes business owners, doctors, executives, and real estate developers primarily in Ohio and Florida as well as professional athletes.
Prior to joining PCS, Brent was consistently recognized by Lincoln Financial Advisors for advanced levels of personal production and service. He was nationally ranked within LFA as one of their top financial planners. Brent also participated in a 2-year management training program at General Electric after his graduation from John Carroll University. 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.