Brent works toward providing ongoing support and guidance for clients’ longterm goals and objectives. He takes an active role in understanding clients’ goals by working closely with them to develop and then implement strategies that best suit their needs. That includes understanding clients’ risk tolerance, income needs, succession plans, charitable wishes and other factors of importance. Once a clear picture of the goals is established, Brent designs a portfolio and helps implement a wealth plan, which includes reviewing the progress to make sure it stays on track. Brent strives to be a trusted resource for all his clients’ financial needs. To that end, a team approach is in place to allow clients to best utilize multiple skill sets.
A team member, financial advisor and accredited wealth manager with the Schumacher Liebert Investment Group, Brent has been with RBC Wealth Management since 2006. During more than 30 years in the financial services industry, Brent has enjoyed working with a variety of people and developing many friendships. His proudest career accomplishment has been helping people navigate through and feel confident about their retirement savings.
Brent and his wife, Michelle, have lived in Yakima most of their lives. Brent attended Davis High School and Washington State University. Despite having opportunities to settle elsewhere after graduation, Brent and Michelle decided to remain in Yakima, the valley where they had deep connections. When not working, they enjoy traveling, golfing, hiking and volunteering with and supporting the animal rescue facilities in the area.