Phone: (484) 765-9100 Ext. 312
Kent believes that in today’s complex world of financial services and financial advice it takes someone with experience and wisdom to turn the deluge of information into action. He brings a team of experts in the fields of estate planning, investment management, tax planning, and employee benefits to support each client’s needs. Working together with each client’s accountant and attorney, he uses a team approach to produce customized financial advice.
Fresh out of graduate school, Kent was employed as a supply chain manager for the Burlington Northern Santa Fe Railway in Fort Worth, followed by Smith International in Houston. During these years in Texas, Kent began transitioning into financial planning. He joined a family-owned financial planning firm in 1998 where he earned his CFP® designation and experienced firsthand the challenges of family business. Here Kent specialized in working with small business owners, managers, doctors, dentists, and veterinarians, and also served as a member of the investment committee managing $160 million.
In 2000, Kent returned to the Lehigh Valley and began his financial service practice, including fee-only financial planning. Kent chose to join Legacy Planning after ten successful years as a sole proprietor, to bring all the benefits of Legacy’s Financial Planning team to his existing and new clients - helping them take action to reach their goals.
Kent received his undergraduate degree in Business from Penn State in 1987. After working for the US Navy in project management for a few years, Kent returned to Penn State to pursue his MBA. One of two MBA Honors graduates in 1992, Kent helped teach an entrepreneurship course where students learned to solve the challenges small business owners and managers face. Kent is a CERTIFIEDFINANCIALPLANNER™ professional.
Kent resides in his hometown of the Lehigh Valley with his wife Barb and two kids, John and Kristen. He enjoys spending time with his family, coaching youth soccer, and is an avid tri-athlete.
Kent is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. DOFU 6/2016 TN 1518190