CTFA, CFP®, AIF®, CRPS®
Financial Advisor / Member Owner
I joined Savant with the intention that I could be a true fiduciary and advocate to my clients, giving them the best advice, planning, and investment portfolio without being burdened by a corporate structure. It is incredibly gratifying to become part of my clients' lives – getting to know them, their families, and how we can help them.
Brent is a financial advisor in Savant’s Madison, WI office. He has a membership interest in Savant.
Brent is experienced in asset management, personal trusts, corporate retirement plans, banking, and the wealth management planning process.
As a Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER® professional, Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plans SpecialistSM (CRPS®), Brent is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Brent has been involved in the financial services industry since 1992, has been an advisor since 1994, and served as a trust officer for 10 years. Prior to joining Savant, he was vice president and wealth management consultant for a large bank where he was responsible for financial planning and new business development in the $2.5 billion trust department, specializing in high-net-worth individuals.
Brent is a member of the National Association of Personal Financial Advisors (NAPFA). He is a member of the Greater Madison Chamber of Commerce and the Middleton Chamber of Commerce, and he serves on the public works committee for the Town of Verona (WI). Brent is routinely interviewed by local television stations for his financial expertise and has been quoted by Yahoo! Finance, Financial Advisor magazine, and Fox Business, among others. He has authored numerous newspaper and magazine articles.
Brent earned a bachelor of arts degree in economics from the University of Iowa. He received extensive training at the Cannon Financial Institute’s Trust School at the University of Notre Dame.
Brent and his wife Kristine have three sons, Logan, Keegan, and Carson. He enjoys reading, hunting, skiing, golf, college football, and travel.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.