Brent J. Kvech, AWMA®

Brent J. Kvech, AWMA®

Financial Planner

Personal Information


  • Bachelors of Science
    York College of Pennsylvania 


  • In the financial services industry since 2002
    • Joined Sagemark Consulting in 2002 as a Staff Associate
    • Began financial planning practice September 2003
    • Partner Academy Financial 2010
    • Member of The Resource Group - The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
    • Accredited Wealth Management Analyst
    • Series 6, 66, 7, Life & Health Licensed
  • Provide planning services for successful business owners and top executives
    • Business Succession Planning
    • Estate Planning
    • Retirement Planning
    • Wealth Management
  • Conducts seminars nationally for financial professionals in the areas of Business Succession, Estate Planning, Investment Practices and Practice Management
  • “Taking client’s Business and Estate Planning from Legal to Viable”


Phone 410.730.9788
Fax 410.730.9784