EXPERIENCE 

Kent has over 25 years of trust experience where he is responsible for a wide variety of complex and wealthy clients. As a Trust Advisor Kent is familiar with fiduciary standards, principles and applicable laws and regulations. He also coordinates related matters pertaining to fiduciary income tax and investments for clients and helps find solutions when needed. 

EDUCATION 

He earned an Associates in Arts from Miami Dade  Community College in Business and a Bachelors of  Science from Florida International University in  Finance with a minor in Management. 

CREDENTIALS 

He is a Vice President in Wealth Management at  Northern Trust. Kent is a CFP® Candidate and has been certified from the American Bankers  Association® Graduate Trust School.  

INTERESTS 

He’s married with two children and loves to spend time watching sports and traveling.  

EXPERTISE 

As a Trust Advisor, he manages general trust relationships including irrevocable and revocable trusts, estates, investment management, individual retirement, guardianship accounts and foundations. 

COMMUNITY INVOLVEMENT 

He is a former board member with Miami Lighthouse for the Blind and is a former board member of  Christmas in April. 

3 THINGS PEOPLE ASK ME  

• I know I should diversify my assets, but is this the right time and how do I do it? 
• How should I balance the level of wealth I  pass between family, charity, and taxes? 
• How much do I need to retire?