Brent has served as chief financial officer and currently serves as the chief operations officer of Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital, LLC. Brent primarily focuses on company operations at Level Four, including the creation and implementation of the franchise model for Level Four offices. He also manages and promotes the Level Four Practices (financial planning, retirement plans, investment management, and insurance solutions) and has been responsible for creating financial business models for profitability. Brent has experience working with Fortune 100 companies, as well as small to medium-sized companies in a variety of leadership roles, e.g., Controller, CFO, Regional Managing Director, and Vice President of Global Client Services.
Years of Experience
43
Education
University of Texas in Austin, Bachelor’s
University of Dallas, Master’s
Professional Credentials
AIFA – Accredited Investment Fiduciary Analyst
General Securities Representative–Series 7
Life, Accident, and Health and Variable Contracts Insurance Agent
Uniform Combined Securities & Investment Agent–Series 66