Series 7 – General Securities Representative
Series 63 – Uniform Securities Agent
Series 65 –Uniform Investment Advisor
Group One Insurance license holder
Recognized by Texas Monthly as Dallas/Fort Worth Five Star Wealth Manager* in 2010, 2011, 2013, 2014
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
Check the background of the Firm and the Investment Professional(s) on FINRA's BrokerCheck
After graduating from Texas Tech University, Brent began his financial planning career. In 2004, he used his vast knowledge to open his own financial services firm which lead to his partnership in FullCircle Wealth.
Brent usually focuses on managing the financial affairs of high net-worth families. His deep understanding of their unique opportunities and challenges gives peace of mind to multiple generations, including the knowledge that they have a true financial partner. If his clients ever happen to have any objections, he listens and finds a solution.
When he isn’t managing investments, Brent spends time with his wife Jessica and their two daughters, Kajsa and Svea. He can also be seen on the golf course, occasionally in a tournament. Brent also serves on the board of the Holy Trinity Academy of Dallas