As a Chartered Retirement Planning Counselor™ (CRPC®) from the College for Financial Planning, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values, and circumstances to develop strategies on their behalf ultimately forming a living, breathing guide for their financial lives.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that may significantly impact your ability to retire as planned. Finally, we’ll adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
My varied business experience brings an added value to portfolio construction as I’ve had the good fortune to spend decades of my career working as an executive with multinational corporations in and outside the United States. I have led companies, managed divisions, and consulted to senior executives and boards. I understand how organizations work and what characteristics can help position some to be more profitable than others. Because of this I bring an experienced perspective on world markets and decision making to my client’s portfolios.
My clients can expect an enduring relationship built on mutual trust and respect, neither of which happens by accident, but by consistent, integral actions leading to expected results. I’m not constrained by proprietary products and corporate ideals, but with my team use our extensive resources to implement and fulfill each client’s specific goal. My goal is to provide impactful results that build a relationship extending not only to each individual client, but on to their heirs and loved ones.
I look forward to working with you and for you.
Prior to Main Street Wealth Advisors, Brent managed a successful practice at Morgan Stanley Smith Barney. Earlier in his career Brent was the VP of Marketing at Baden Sports, CEO of Strategic Performance International, Senior Executive at the Edge Learning Institute, and Eastern Region VP for ADC, Ltd. in Washington D.C.
As a Chartered Retirement Planning Counselor™ (CRPC®) from the College for Financial Planning, Brent is Series 7, Series 63, Series 66 held through LPL Financial and Life, Health, Disability, & Long Term Care Insurance licensed.
Brent has been involved in many associations to include Finance Chair of the YMCA of Greater Seattle, Management Mentor at the University of Washington Foster School of Business, World Vision Financial Advisors Network, Outreach Committee at Special Olympics Washington, Rotary International, Advisory Board at Coaches Who Care International, Volunteer Coach at Northwest Youth Sports Alliance, Fortune Business Leader Council, Fidelity Advisor Council, and Advisory Board at Senior Market Advisor.
Brent and his wonderful wife, Suzanne, have three amazing kids: Lauren, Bryson, & Kevin. They cherish family time and are very involved in academic and sports activities in their community.