About Brent
With more than 20 years of experience in the financial services field, Brent specializes in planning for retirement, income and estate tax, and investment recommendations.
Brent is married and the proud father of two children. In his free time, he enjoys participating in his children’s activities like scouting and soccer and volunteering at their school.
Education and Professional Milestones
-Sonoma State University – bachelor’s degree in management with a concentration in finance
-Has also held a financial services role for Lieberman Associates Financial Planning
-Serves as treasurer for the Victory Christian Academy and on the board for the Sonoma State University Foundation
With more than 20 years of experience in the financial services field, Brent specializes in planning for retirement, income and estate tax, and investment recommendations.
Brent is married and the proud father of two children. In his free time, he enjoys participating in his children’s activities like scouting and soccer and volunteering at their school.
Education and Professional Milestones
-Sonoma State University – bachelor’s degree in management with a concentration in finance
-Has also held a financial services role for Lieberman Associates Financial Planning
-Serves as treasurer for the Victory Christian Academy and on the board for the Sonoma State University Foundation