Qualifications

Brent Marshall has been working with individuals and businesses in the area for a number of years.

Brent has extensive personal and professional experience both as a CPA and Fiduciary.

Brent holds various professional designations; he is qualified and  licensed to sell a variety of investment and insurance products.

Brent is dedicated to developing lasting relationships with his clients. He believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Brent is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

He is looking forward to using his knowledge & experience to help you pursue your financial goals.