Specialties
About Me
Brent is a Wealth Advisor in our Cincinnati office.
He serves high-net-worth and ultra-high-net-worth families, business owners, and physicians with strategic, values-based wealth management. With over 18 years of experience, he specializes in tax organization, legacy planning, multi-generational financial strategy, and business succession. Brent holds multiple professional designations and an Executive MBA, combining technical expertise with behavioral insight to deliver deeply personalized guidance. His mission is to empower clients to make confident financial decisions aligned with their values—navigating complexity, seizing opportunity, and building lasting legacies. Brent’s collaborative, intentional approach is rooted in trust, making him a sought-after advisor for those facing life’s most important transitions. He lives in Northern Kentucky with his wife, Nikki, and their three children, and enjoys traveling, soccer, golf, running, and exploring the outdoors.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Advisory services are offered through Corient Private Wealth LLC and its affiliates, each being a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). The advisory services are only offered in jurisdictions where the RIA is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review the RIA’s Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request from the RIA and online at https://adviserinfo.sec.gov/. We also encourage you to review the RIA’s Privacy Policy and Code of Ethics, which are available upon request. Our clients must, in writing, advise us of personal, financial, or investment objective changes and any restrictions desired on our services so that we may re-evaluate any previous recommendations and adjust our advisory services as needed. For current clients, please advise us immediately if you are not receiving monthly account statements from your custodian. We encourage you to compare your custodial statements to any information we provide to you.