Brent's role at Elluvium Financial includes developing plans and strategies, analyzing portfolios, and meeting with clients. He has been in the financial services industry for over 12 years and has been drawn to the industry because he enjoys working with both finances and people. He enjoys helping clients follow through with their dreams and helps prevent them from making discouraging mistakes along the way. He’s always been good with numbers and his role at the firm allows him to practice the financial elements he loves while also helping others in a life changing way.
Not only is Brent passionate about financial planning, but he also has some of the industry’s top designations to set himself apart. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, and Accredited Asset Management Specialist. All of these designations show that Brent is passionate about always learning and providing the best service to his clients as possible. He helps his clients gain financial clarity, develop a plan to take the least risky approach to achieving their goals, and give them the information they need to make sound financial decisions.
Brent lives in the Erb Park area of Appleton, the same neighborhood where he grew up. After graduating from the Carlson School of Business at the University of Minnesota and spending several years in Madison where he met his wife, Annie, they chose to move to Appleton to raise their family. Brent loves the sense of community and family atmosphere of Appleton and enjoys being able to share memories and make new ones with his two children Calvin and Everly. When he’s not in the office Brent enjoys playing card and board games and investing in collectibles and other areas of interest.