Brent Caswell, CF2, AIF®

About Brent Caswell

Brent brings a unique background and lifetime of experiences to his responsibilities as a business owner and financial advisor. As a young child, he lived for ten years with his parents and brother in Seoul, Korea. He also worked as a professional fundraiser for sixteen years in the Kansas City area raising funds for numerous non-profit organizations.
Brent took these and other experiences and parlayed them into becoming a full-time financial advisor. He says, “He has never worked harder for something that he wanted more.” As a licensed financial advisor since 2010, he has taken his interest in people, their life stories, and those elements which are important to them, to being a partner in clients’ financial planning. Additionally, Brent realized a dream in October 2021 when he and his business partner started Normandy Investment Advisors – a Registered Investment Advisory firm. As an RIA, their firm focuses entirely on being a fiduciary for their clients.

• He holds the Certified Financial Fiduciary® (CFF) credential signifying that he upholds the highest moral, ethical and fiduciary standards of service.
• He is an Accredited Investment Fiduciary® (AIF®) – a designation which was conveyed to “…carry out a fiduciary standard of care and serve the best interests of their clients.”
• Holds the FINRA Series 7, SIE & 65 Registrations.
• Maintains the Life, Health, Disability & Long-Term Care Licenses.
• Brent has received the Five Star Wealth Manager Award each year since 2018 (2018-2026).
• Brent is an Eagle Scout with the Heart of America Council of the Boy Scouts of America.
• He is a member of Community of Christ Church.
• Brent is a current Board member of Developing Potential Inc. (DPI) and has served on numerous boards of non-profit organizations.

Brent and his wife, Michele, have been married for over 34 years and live in Eastern Jackson County. They get together often with their grown son and daughter and their respective spouses who live in the area.