Brent began his career in the financial industry over a decade ago. Focusing on helping his clients with managing portfolio risk while developing custom strategies for each client’s goals. Previously having worked for Raymond James, Wells Fargo’s Wealth Management Group, and JP Morgan Chase Investment Services Brent understands the importance of building a strong and long lasting client relationships.

A United States Air Force Veteran serving with the USAF for 4 years Brent continues to enjoy spending time giving back to his community. He also spends his free time with his family, playing sports such as golf and basketball, and cheering on the Huskers!

I began my second career in the financial services industry in 1994, after graduating a Doctor of Optometry in 1976 and practicing Optometry for 18 years in NY. I worked for the last 16 years at Raymond James Financial Services before becoming a partner at our new firm Capital Wealth Alliance, LLC.

Using my experience as a Doctor, I have found you need to know your client, as a complete person, as opposed to just knowing a few facts and figures about them. A client is not just a number you talk to a few times a year, but a person you interact with on a continual basis as the markets and their life change constantly. Developing long term relationships along with educating my clients is my ultimate goal.

My investment philosophy can be summed up in three words…”I Manage Risk”. Risk is the most important concept in investing and must be managed at all times. And for those who want to know what I do with my free time, I work out almost every day, have a black belt in karate, race my cars when I can, and as my wife of 43 years tells it, anything else I can do to get myself into trouble.

I began my second career in the financial services industry in 1994, after graduating a Doctor of Optometry in 1976 and practicing Optometry for 18 years in NY. I worked for the last 16 years at Raymond James Financial Services before becoming a partner at our new firm Capital Wealth Alliance, LLC.

Using my experience as a Doctor, I have found you need to know your client, as a complete person, as opposed to just knowing a few facts and figures about them. A client is not just a number you talk to a few times a year, but a person you interact with on a continual basis as the markets and their life change constantly. Developing long term relationships along with educating my clients is my ultimate goal.

My investment philosophy can be summed up in three words…”I Manage Risk”. Risk is the most important concept in investing and must be managed at all times. And for those who want to know what I do with my free time, I work out almost every day, have a black belt in karate, race my cars when I can, and as my wife of 43 years tells it, anything else I can do to get myself into trouble.

Amber strives to provide excellent customer service to our clients and support for her team. Her focus is on day-to-day client service, billing, compliance, and overall operations. Amber has been in customer service for over fifteen years and has been in the financial industry for eight. She began her career in administration and has transitioned to where she is now, thus joining our office to provide our advisors and clients with top-notch service.

She is currently finishing her bachelor’s degree in Applied Management at Grand Canyon University. She will utilize her degree to excel in our office, the financial industry and better her client and professional relationships.

As a transplant from Washington state, Amber has lived in Scottsdale for the past five years. In her free time, she enjoys cooking, traveling and spending time with friends. Amber also tries to give back by donating plasma and volunteering at domestic violence shelters.