Brent has been in the financial services industry for over 33 years. He is a Managing Director- Investments and a CERTIFIED FINANCIAL PLANNER® professional and has earned the PIM (Private Investment Management) Portfolio Manager designation from Wells Fargo Advisors. He is also a Certified Investment Management Analyst ®.  The CIMA® designation is delivered by the Investments and Wealth Institute™ and taught in conjunction with the Yale School of Management.  Certified Investment Management Analyst® (CIMA®) certification is the peak global certification for investment management and portfolio construction

Brent has a Master’s Degree in Business Administration (MBA) and also a Bachelor’s Degree in Computer Information Science. Brent served for 10 years in the United States Air Force as a Russian Linguist and has been fortunate to travel to many parts of the globe. He has been happily married for 39 years to his wife Jane. In their spare time, they enjoy travelling and spending time with their three sons and extended family 

CA Insurance License Number: 4282912. Resident State FL.

Chris has been a Financial Advisor for over sixteen years, offering his clients a comprehensive approach to investment management. Chris holds a Bachelor’s degree from Liberty University in Business Finance. Chris currently serves as a Chair on the UWCF Education team and serves the Premier Players Foundation. Chris has been married to his wife, Leah, for 23 years and together they have two daughters. Chris always is up for a round of golf; but when he’s not hitting golf balls, you can find him hanging out with his family. Their favorite things are traveling, checking out new local food spots, and classic concerts.

CA Insurance License Number: 0L48861. Resident State FL.

Jeff is a CERTIFIED FINANCIAL PLANNER® dedicated to guiding individuals through the complexities of planning. He draws upon his experience in financial services to help you achieve your financial goals. His background as an educator fuels his commitment to helping people understand their options, empowering you to make informed decisions about your financial future. He also holds a master’s degree in business administration (MBA) and enjoys family game nights, gardening, and mountain streams with his wife April and their two daughters.

CA Insurance License Number: 4298452. Resident State FL.

Stacey has been in the financial services industry since 2002. She studied Business Management at Liberty University. She achieved the Accredited Wealth Management Advisor™ designation from the College for Financial Planning – a Kaplan Company in 2022. She holds both the FINRA Series 7 and Series 66 securities registrations as well as Florida insurance license. Stacey provides operational and administrative support for the team and is dedicated to the service and success of our clients. Originally from New York, Stacey moved to Florida over 20 years ago. Stacey and her husband Tommy have 3 beautiful children. In their spare time, they love to travel, visit with family and friends; as well as enjoy all the benefits of living in Central Florida.

Sarah entered the financial services industry in 2022. She is a Client Associate and assists clients with all their administrative needs. Sarah has over ten years of experience in the client service sector. Prior to this position she processed closings at a local real estate company. Sarah has her Associate of Arts degree from Polk State College. She is married to her husband Steven, and they enjoy travelling, theme parks, day trips to fun Florida destinations, and spending time with their families and pets. In her spare time, she volunteers for a few pet related charities within the county.