Kent is a Certified Financial Planner who has been advising clients since 1999. He has the ability to provide services in the capacity of an investment adviser representative or as a registered representative, depending upon the needs and objectives of the client. He has a wide variety of investment products available for use in the proper circumstances, including stocks, bonds, mutual funds, ETFs, and fixed or variable insurance contracts.
"My main objective is to take advantage of the planning tools available in the marketplace to decrease portfolio risk while maintaining acceptable rates of return."
His main focus and speciality is retirement planning for individuals and small business owners.