Brent helps clients demystify the jumble of the financial jungle so they have a clearly articulated and thoughtful plan.
Brent holds series 7 and 66 registrations with LPL Financial, and has a Life Insurance license – all to offer clients a broad solution set.
In 2015, he earned an MBA from NYU with and emphasis and finance and economics. In 2003, Brent graduated cum laude from Susquehanna University with a degree in Global Business.
Before joining Independence Square in 2013, Brent was a Vice President at National Penn Investment Services for seven years. He has almost 15 years of experience.
Brent enjoys smart sounding pursuits such as chess, and long walks on the beach, traveling, and wine with his muse, Barbara.