Brent J. Kvech, AWMA®
Partner
Financial Planner
Schedule an Introductory Call with Brent
Brent Kvech, a Financial Planner and Partner at Academy Financial Inc., offers comprehensive planning services for individuals. He also focuses on retirement planning as well as life, health, disability and group insurance for our clients. Brent has been in the financial services industry since 2002 and became a partner at Academy Financial Inc. in 2010. He conducts seminars nationally for financial professionals in the areas of Business Succession, Estate Planning Strategies, Investment Practices, and Practice Management.
Areas of Expertise
- Business Succession Planning
- Retirement Planning
- Estate Planning Strategies
- Wealth Management
Mission
Help clients meet their long-term goals and objectives for their family and their business. I will help take their planning from legal to viable.
Personal Information
Brent resides in Cooksville, MD with his two children.
Community Involvement
Brent is a member of The Resource Group (TRG). He works with the Miami Dolphins Foundation to provide tickets and resources to foster children to go to a game and get a VIP experience.
*The Resource Group (TRG) is an invitation-only, nationwide network of the top planners within Lincoln Financial Advisors Corp.
Certifications
- FINRA Registrations: Series 6, 7, and 66
- Life and Health Insurance Licensed
- Accredited Wealth Management Analyst (AWMA) designation
Education
BS, York College of Pennsylvania