Professional Profile

As a tax principal and leader of the Business Transition Planning practice, Brent works with high net worth individuals and small businesses on their tax, trust and succession planning needs. With over 20 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.

Education & Certification

• B.A., Finance, University of Northern Iowa, Cedar Falls, Iowa
• M.B.A., University of Houston, Houston, Texas
• M.H.A. Certificate, Des Moines University, Des Moines, Iowa
• Certified Public Accountant, State of Missouri
• Certified Exit Planning Advisor (CEPA), Exit Planning Institute
• Certificate in Exit Planning, Exit Planning Institute
• Certified Value Builder, The Value Builder System

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
  • Member
• The Rainmaker Academy
  • Member

Community Leadership

• Hackamore Homeowner’s Association
  • Board President (2014-2017)
  • Member (2010-Present)
• Furry Friends Recovery
  • Treasurer (2017-Present)
  • Volunteer (2016-Present)
• Long Lake Condo Association
  • Board President (2012-2016)
  • Member (1999-Present)
• Habitat For Humanity
  • Volunteer (2007-present)
• Big Brothers Big Sisters
  • Volunteer (2001-2010)
• Rotary Club
  • Treasurer (2007-2008)