Brent has earned recognition as a Chartered Retirement Plans Specialist®, Retirement Income Certified Professional®, Accredited Investment Fiduciary® and is a member of the National Association of Plan Advisors. Brent helps companies design and manage innovative retirement benefit plans, financial wellness programs, and customized executive services. What he is most proud of is seeing his clients, their organizations, and their employees achieving their financial goals. Brent has been named Top 401 Retirement Advisor by the Financial Times, Top 100 Retirement Plan Advisors Under 40 by NAPA, Top Advisor by Participant Outcomes by 401(k) Specialist Magazine, and is frequently invited to speak at industry conferences such as PLANSPONSOR, SPARK Institute, and SHRM. He is also a graduate of the University of Delaware with his Series 7, 63, and 66 securities licenses.