Kent has been helping clients navigate and formulate strategies to pursue their financial goals for the past 21 years.
He began his career at American Express Financial Advisors in 1999 and continued on as a Financial Advisor with Ameriprise Financial from 2005 - 2017. Kent joined LPL Financial in 2017.
Kent focuses first on understanding the client's current situation and how that relates to their short term, intermediate and long term goals. From there a plan is created to help the client understand the goals they are trying to achieve and what realistic steps are needed to move towards those financial goals.
Kent meets with his clients on a regular basis (quarterly, semi-annual, annual) to monitor progress towards the client's financial goals as well as keeping updated on any life changes that may occur.
Kent graduated from Westmont College with a degree in business/finance. He began his career working at his father's financial planning firm and then moved on to become a Financial Advisor with American Express Financial Advisors. He holds his Series 7 General Securities Representative registration with LPL Financial. He also holds Life, Disability and Long-Term Care Insurance licenses with the State of California.
Kent enjoys being a husband and a father of 4 very energetic children. When he's not busy coaching their soccer, basketball or baseball teams, he enjoys fishing trips up to Mammoth, playing basketball and tennis and being involved with his church.
CA Insurance Lic. # 0C68298