Kent works as a Wealth Advisor and uses his tax experience and legal background to identify and assist with some of the more complex issues that clients face. He has a passion for problem-solving and enjoys helping clients navigate their financial lives, with a focus on their future goals.
Prior to joining Planning Alternatives, Kent worked in a Private Client Services practice. He specialized in tax planning and compliance for high-net-worth individuals and focused on minimizing tax exposure for families managing their wealth across multiple generations.
Kent earned a BA in Business Management from Michigan State University and his JD from Wayne State University Law School. Kent holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a licensed attorney in the State of Michigan and is a member of the State Bar of Michigan.