Designations and Licenses

Brent is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Analyst® designation.

Experience and Education

Brent provides clients with personalized wealth management solutions that include financial planning, tax preparation, investing and reporting to help them reach their goals.

Prior to joining Mariner, he worked at Carlson Capital Management as a primary advisor responsible for coordinating all aspects of CCM’s integrated wealth management platform for high-net-worth clients.

Brent has a bachelor’s degree and a master’s degree in economics.

Personal Interests

In his spare time, Brent loves being outdoors spending time with his family and friends.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.