Financial Advisor6011 Osage Beach ParkwayOsage Beach, MO 65065Phone: 573.348.5421 Email: firstname.lastname@example.org
Brent’s clients regard him as their personal financial coach. He keeps them focused on the big-picture view of their finances. As a professional financial advisor, Brent helps you define and prioritize your short- and long-term goals. He then presents a comprehensive financial plan for your consideration. Your plan will be:
Once the initial review is complete and your plan established, Brent will periodically invite you to review your plan’s progress, discuss emerging strategies and determine whether adjustments would be prudent in light of changing personal situations or economic conditions.
Brent graduated from the University of Missouri with a degree in Consumer and Family Economics. After graduating in 2001, Brent and his wife Katie made their home at the lake. They enjoy living and boating at the lake, spending time with family and friends, and most of all, watching their son Matthew grow up.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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