Kent has nearly 30 years of broad-based experience in financial and investment advisory services. He is the founder of Asset Strategy Advisors, an independent investment advisory firm, focused on retirement plan consulting and private wealth management, based outside of Boston. He is also a Regional Director with Asset Strategy Consultants, a firm focused on institutional investment management to foundation, endowments, defined benefit and defined contribution plans. Kent has been included in The 401kWire’s 300 Most Influential Advisors in Defined Contribution Plans. He is past president of the Retirement Advisors and Designers of America (RADA), and an Advisor Council member of Envestnet Asset Management (NYSE: ENV).
A complete practice management tool kit for retirement plan advisors