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Brenton    Goulding

Brenton Goulding

Director of Investment Relations

  

 

Brenton has been working in the financial services industry for the better part of a decade, gaining experience in all facets of the financial industry. He has become especially skilled at comprehensive planning, portfolio analysis, retirement solutions and more. In addition to life and health insurance licenses, Brenton has passed his Series 7, 63 and 66 exams.

 As Director of Investment Relations, Brenton’s main responsibilities are evaluating investment opportunities and client portfolios. With experience and skillset, Brenton ensures that the client experience runs smoothly while providing the unique solutions for their financial needs.   

Having spent some time early on in his working years in hospitality and customer service, Brenton strongly believes building deep trusted relationships, so clients feel heard and understood. Brenton’s ultimate goal is to build solid foundations so that people can stop worrying about their finances and focus on what truly matters most to them.