After beginning his financial services career at the retail banking level, Brent progressed into a role that involved investments, and soon found a passion for wealth management. Today, backed by 10 years of industry experience, Brent loves getting to know clients and their stories to better understand what goals and milestones they want to achieve. He then draws on his deep knowledge and expertise to provide customized portfolio management and financial planning solutions to help them achieve those goals. His client-first approach involves open and honest communication, proactive problem solving, and delivering the highest possible level of client service.
A graduate of Seton Hill University in Pennsylvania, Brent holds a bachelor’s degree in Sports Management. He played NCAA division 1 and division 2 baseball during university as a pitcher. Brent has also earned the Chartered Investment Manager (CIM) designation and is insurance licensed (including Quebec).
Outside the office, Brent enjoys spending time with his wife, Julia, and their dog, Lou, good food, and travelling. He stays active playing golf, tennis, and basketball, skiing and going to the gym.
