Kent has over 6 years of experience in the financial services industry. As an experienced tax professional with a legal background, Kent has a unique skill set which, allows him 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 working towards obtaining his Certified Financial Planner certification. He is a licensed attorney in the State of Michigan and is a member of State Bar of Michigan.
List three words that describe a successful journey:
Laughter, preparedness and company.
If you could be famous for 24 hours, who would you be?
The first man on Mars.
Describe one thing you loved growing up:
Instead of going on a yearly spring break trip with my friends from school, my dad and I would always go snowboarding in Colorado or Utah. I looked forward to our trip every year and whether we were snowed in due to an avalanche or seeing how fast our rental car could go on the Utah salt flats, it was always non-stop laughs for a full week.
Who is the most influential person in your life?
My wife, Danielle. I have learned a great deal about empathy and sacrifice through her, and have always looked up to how she places the needs of others before herself. She has also given me the greatest gift in the world – fatherhood!
Share a unique fact about yourself:
I am a movie fanatic and have over 1,500 films in my home collection.