ÂÜÀòÂÒÂ×

Brent is a practicing estate planning attorney who has had a blended law and financial planning practice since 2001. He enjoys the planning and drafting process and making sure that all the moving parts of the family trust and the investment / financial plans are properly coordinated.

Brent's clients look to him for retirement planning, maintaining and growing income during retirement, goal-oriented investment strategies, volatility reduction, tax reduction strategies and estate distribution mostly using different trust strategies. Brent has a wealth of experience that comes from having led clients through some of the most turbulent markets in history – 9/11 and the accounting scandals of the early 2000s; the Great Financial Crisis of 2008-2009 and subsequent European Debt Crisis / Brexit; the Energy market issues of the last decade; the COVID-19 crisis and now the inflation/rising rates upheaval. During this same time period, the country's estate planning laws have changed dramatically and promise to continue to do so. Brent enjoys staying up-to-date on these areas and making sure his clients remain optimally positioned.