Brent Oliver

As a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Advisor, Brent helps families identify and work towards achieving their financial goals. His comprehensive approach to wealth management helps families identify where they are today, where they want to be and what gaps might be preventing them from achieving all that is important to them. He has the heart of a teacher and works with clients to ensure they understand why strategies are being employed and how they can help families reach their goals.

A graduate of Central Michigan University with a Bachelor of Science degree in business administration, Brent earned the CFP® professional designation at Kaplan University. He adheres to the CFP® Boards Professional Code of Ethics and continuing education requirements. He’s also an active member of the Financial Planning Association.

Brent and his wife, Shannon, live in Jackson, Michigan. They have three sons, Easton, Cortland, and Isaac, and one daughter, Isabel. He is the Treasurer for the Western School District Board of Education. Over the years, Brent has served as the Director of Baseball for Western Youth Little League and also volunteered as a coach for numerous youth football, basketball, and baseball teams. Outside of work, he enjoys spending time with family, playing golf, fishing, swimming, and cycling.