Brent joined Peak in October, 2015. Prior to joining Peak, Brent worked with Ace Investing Services, Inc. as a Financial Planner and Advisor starting in 2012. His initial investment advisory experience started as a Registered Representative with Investacorp in 1993. In 2008 he established an independent Investment Advisory firm (BCY Financial Services, later to become Peak Wealth Planning, LLC). Brent also has over 25 years of various corporate account management positions with IBM and United Airlines.
- BA University of Nebraska – Lincoln
Certifications & Achievements
- Certified Financial Planner (CFP), 2011
- Enrolled Agent (EA), 2012
Interests & Philanthropy
- Volunteer/supporter of a number of local and national charities throughout his career.
- Enjoys skiing, hiking, biking, golf, and most any other outdoor activity with his family and dog.