Brent leads Wealth Concierge Services and works directly with individuals and families to assist them in achieving their personal, financial, lifestyle, and estate planning objectives. 

He excels at providing lifespan services to clients that ensure optimal outcomes and peace of mind as they age.  

Brent is a CTFA with over 20 years of experience in high net worth wealth management as a fiduciary, a client relationship manager and an estate settlement specialist.

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