After 10 years in mortgage banking Brent transitioned to financial services working with private business owners assisting in estate and other business planning needs. He earned the CFP® designation in 2005 to better assist clients in the larger planning needs they had as they grew wealth.
Tax planning and business value growth including exit / transition planning for business clients are Brents primary focus today. When not working he spends his time traveling a bit, golfing (only when the weather is nice), and playing with his 4 young grandchildren.