Brent has been in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2011. His focus is on developing strategies and providing advice and guidance for high-net-worth individuals, businesses, and foundations to help them meet their financial goals.
Brent and his wife Jessica are both Northern Nevada natives and live in Reno with their three young daughters Kelsi, Claira, and Scarlett. His interest include community service, snowboarding, mountain biking, and golf. He is an active member of the Reno Central Rotary Club and a past member of the Rotary Club of San Francisco.
Brent graduated from the University of Colorado, Boulder with a BA in Economics and earned an MBA in Finance from the University of Nevada, Reno. Brent holds the CERTIFIED FINANCIAL PLANNER®, CFP® certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Series 7 and 66 FINRA registrations. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.