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Brent McDonald

Brent earned his BS in business finance from the Martha & Spencer Love School of Business at Elon University.  He has over 18 years of experience working with individuals and businesses helping them to meet their financial goals.  Brent has also earned his AIF designation as well. His areas of focus include small business planning, retirement and income planning, estate planning and insurance needs.  Brent enjoys helping clients simplify today’s increasingly complex financial environment by designing financial plans tailored to the client’s specific goals and objectives.  He currently resides in Hickory with his wife, Michelle.