Series 6, 63, 65
Life and Health Insurance
YEARS OF EXPERIENCE
Brent spent 12 years with American Express, working with a team engaged in managing and negotiating costs for group and commercial air travel for corporations across the United States. He moved into a lead role as National Account Manager responsible for implementing/managing national contracts to consolidate T&E expenses. As the role progressed it required more frequent travel and relocation, therefore, with a young family he made the decision in September 1995 to make Midland his permanent residence to begin his real passion — helping others manage their finances. Brent now has 25 years of experience providing investment advice, pension planning and small business succession planning.
Income Loss Protection
Business Insurance Strategies
Business Succession Planning
Wealth Legacy Planning
Providing Personalized Financial Guidance in Greater Midland
Based in Midland, Brent is ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including portfolio management and investment allocation strategies.
3012 N Saginaw Rd | Midland, MI 48640