Partner, Senior Wealth Advisor
With more than a decade of experience in financial services, Brent is responsible for implementing the planning strategies developed by Harbor Wealth Management planning team. He is integral in portfolio design and planning. He works with a unique passion for helping clients achieve their goals. In order to best help clients accomplish their goals, he works closely with attorneys, certified public accountants and investment managers at Carson Institutional Alliance to ensure that each plan is executed to the client’s satisfaction. Brent’s greatest passion is not only being an Advisor, but also a trusted friend to his clients.
Brent is a Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor®, awarded by the American College of Financial Services in Bryn Mawr, PA. In his time as an Advisor, Brent has worked with small business owners to develop retirement and succession plans, as well as working with individuals and families to define their goals and execute strategies to meet them.
Brent and his wife, Sara, live in Shawano, WI, with their son, Jake. In his free time, you will find him helping coach youth baseball in Shawano, working on projects with the family, or helping on the family farm.
Getting to know Brent
Favorite food: Certified Angus Bone in Ribeye
Best piece of financial advice received: When Brent was 19 his parents claimed him as a dependent and he had to figure out how to pay the taxes owed from working for the summer. It wasn’t really advice per say, but it caused him to think through how to get it done.
Favorite movie: Gladiator
Favorite holiday: 4th of July
Something on Brent’s bucket list: To watch a Packer game at every NFL Stadium
Check the background of this investment professional on FINRA’s BrokerCheck