With over 37 years of experience as a trusted wealth advisor, Kent delivers a service experience that is truly second to none. He treats every client like family, taking the time to deeply understand their goals, values, and what matters most. By thoughtfully uncovering each client’s unique financial landscape, Kent crafts tailored strategies that align with their objectives, risk tolerance, and legacy planning needs.

Throughout his distinguished career, Kent has earned a reputation for integrity, precision, and results-driven guidance. He is highly skilled in navigating market cycles, building tax-efficient investment portfolios, and facilitating multi-generational wealth transfers. What sets Kent apart is his ability to coordinate seamlessly with clients’ attorneys and CPAs, ensuring every detail is considered and no aspect of the financial picture is overlooked.

Outside the office, Kent is a lifelong outdoorsman with a passion for hunting and fishing. His love for nature reflects his professional philosophy: patience, preparation, and precision lead to lasting success.

As the financial consultant on the team, Hunter brings a sharp analytical mindset and a deep passion for uncovering emerging investment opportunities. His talent for researching and identifying up-and-coming companies adds significant value to the team’s investment strategy and client portfolios.

Hunter has a strong foundation in portfolio construction, with a keen ability to tailor strategies for a wide range of investor profiles, from those seeking high-growth opportunities to those prioritizing conservative, risk-managed approaches. Raised in a home where investment strategy was a way of life, Hunter has been mentored closely by Kent, gaining early exposure to the principles of disciplined, long-term wealth building.

Outside the office, Hunter enjoys the outdoors, often found on the golf course, in a tree stand or a duck blind. He’s also the chef among family and friends, known for crafting delicious meals that bring people together.

With over 15 years of experience in the finance industry, Mitzi brings a deep commitment to delivering exceptional client service and operational excellence. Mitzi has a passion for solving problems and executing solutions that make a meaningful difference in the lives of the clients. Whether it's navigating complex transactions or streamlining processes, she thrives on turning challenges into opportunities.

Outside the office, Mitzi enjoys soaking up the sun near the water, whether it's relaxing at the beach, floating in the pool, or cruising on a boat. She also loves hosting friends and family, especially when her husband is behind the grill (he’s the chef in the house). Sharing great food, laughter, and creating lasting memories around the table is one of her favorite ways to unwind.

Sara brings over two decades of experience in the banking industry, combining deep knowledge with a friendly, down-to-earth approach that clients truly appreciate. Born and raised in the beautiful Four Corners area, Sara has a strong connection to the outdoors and a love for adventure. Whether she’s helping clients navigate financial matters or planning her next getaway, she brings the same energy and enthusiasm to everything she does. Outside the office, you’ll find her traveling, reading, cooking, shopping, or cheering on her favorite football team. Most of all, Sara values time spent with family and friends, because for her, relationships are at the heart of everything.