I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
AWMA®, Accredited Wealth Management Advisor
CFP®, Certified Financial Planner®
ChFC®, American College
BS in Biology from Elizabethtow College
Affiliations & Memberships
MDRT, Court of the Table
Member of the Financial Planning Association
Member of the Harrisburg Estate Planning Council
Member of the National Assoc. of Insurance & Financial Advisors
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Strategies
- Retirement Income Planning
- Risk Management Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Brent’s Licenses and Disclosures