Brent brings investment operations, financial modeling, and performance analytics experience to Delaware Avenue Wealth Planners. Coming to DWP from a family financial planning environment, Brent works closely with individuals, families, and closely held businesses to develop personalized financial plans and wealth management strategies to assist clients in reaching their financial goals. By focusing on client service and relationships, he separates himself from other advisors by seeking truly independent and unique solutions for each client. Brent provides expertise in securities trading execution, investment portfolio allocation, and balancing, market and individual investment research, financial modeling, and customer relationship management. His financial planning skills enable him to prepare comprehensive cash flow, investment, retirement, education, insurance, tax, estate, and business succession planning programs for DWP clients.
Before joining DWP, Brent held securities trading, financial analysis, and managerial positions with well-known trading and financial organizations. Brent earned a Bachelor of Science degree in finance from Pennsylvania State University. He has successfully completed certifications for FINRA Series 7, Series 55, Series 65, and Series 66, and is currently working towards earning the Chartered Financial Analyst designation.
Social & Community
Brent has been a life-long Philadelphia sports fan, plays intramural football and roller hockey, and is an avid chess player. He also enjoys learning about quantum physics and quantum mechanics. Brent is currently working on building a corporate social responsibility program geared towards financial education for adult learners and students interested in learning the essentials of personal financial planning and investing, in hopes of empowering future generations of Americans to take control of their financial lives.