As an expert in your field, you recognize the difference that industry knowledge can make.
Brent's experience in financial services dates back to 2003. Since then, he has applied his expertise as a Chartered Accountant, Certified Public Accountant (Illinois), and Chartered Financial Analyst to help with day-to-day investment management so you can focus on expanding your business and advancing in your profession. Brent works with your accountants and lawyers to address your unique financial objectives, using a collaborative approach tailored to your needs. Your business objectives and personal financial goals are combined to deliver comprehensive solutions.
Who We Help Accountants, lawyers, engineers, and real estate agents in need of a wealth advisor to manage their personal assets while acting as a partner in serving mutual clients. Professionals such as doctors, pharmacists, dentists, and veterinarians who are looking for wealth management solutions and retirement benefits available exclusively to them Those with executive titles looking to grow their retirement savings beyond their company stock holdings. |
