As a partner in tax and leader of the Business Transition Planning and Banking and Financial Institution Tax practice, Brent works with high net worth individuals and small businesses on their tax planning, compliance and succession planning needs. With over 25 years of experience, Brent enjoys helping clients manage their financials so they can focus on the areas of business that are most important to them. Finding hidden tax credits and benefits to save clients money is something Brent is passionate about.
Joined the firm in 2015
Education & Certifications
Certificate in Exit Planning, Exit Planning Institute
Certified Value Builder, The Value Builder System
Certified Exit Planning Advisor (CEPA), Exit Planning Institute
Certified Public Accountant (CPA), State of Missouri
M.H.A. Certificate, Des Moines University, Des Moines, IA
MBA, University of Houston, Houston, TX
B.A., Finance, University of Northern Iowa, Cedar Falls, IA
Professional Organizations
Missouri Society of Certified Public Accountants (MOCPA)
American Institute of Certified Public Accountants (AICPA)
As a partner in tax and leader of the Business Transition Planning and Banking and Financial Institution Tax practice, Brent works with high net worth individuals and small businesses on their tax planning, compliance and succession planning needs. With over 25 years of experience, Brent enjoys helping clients manage their financials so they can focus on the areas of business that are most important to them. Finding hidden tax credits and benefits to save clients money is something Brent is passionate about.
Joined the firm in 2015
Education & Certifications
Certificate in Exit Planning, Exit Planning Institute
Certified Value Builder, The Value Builder System
Certified Exit Planning Advisor (CEPA), Exit Planning Institute
Certified Public Accountant (CPA), State of Missouri
M.H.A. Certificate, Des Moines University, Des Moines, IA
MBA, University of Houston, Houston, TX
B.A., Finance, University of Northern Iowa, Cedar Falls, IA
Professional Organizations
Missouri Society of Certified Public Accountants (MOCPA)
American Institute of Certified Public Accountants (AICPA)
Exit Planning Institute, St. Louis Chapter
Membership Vice-President (2019-Present)
Exit Planning Institute
The Rainmaker Academy
Community Leadership
Hackamore Homeowner’s Association
Board President (2014-2017)
Furry Friends Recovery
Treasurer (2017-Present)
Volunteer (2016-Present)
Long Lake Condo Association
Board President (2012-2016)
Habitat For Humanity
Volunteer (2007-present)
Big Brothers Big Sisters
Volunteer (2001-2010)
Rotary Club
Treasurer (2007-2008)
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