Brent Scheetz
Director of Wealth Concierge Services at Simplify Wealth LLC- Claim this Profile
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Bio
Credentials
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Certified Trust and Financial Advisor (CTFA)
American Bankers Association
Experience
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Simplify Wealth LLC
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Financial Services
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1 - 100 Employee
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Director of Wealth Concierge Services
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Jan 2020 - Present
Simplify Wealth offers a suite of services to lift burdens and solve problems, giving our clients time and life freedom. We provide customized family office, Personal Wealth CFO and Wealth Concierge services, to help our clients manage the complexities of their wealth and allow them to focus on what they enjoy most in life. See our website at www.simplify-wealth.com/#features for a complete list of our service offerings. Regardless of the services you choose, Simplify Wealth will help you achieve your financial goals by giving you the hands-on, focused attention that your complex wealth and life requires. We are dedicated to making your financial management experience simple, painless, and successful. Show less
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Wells Fargo Private Bank
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United States
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Financial Services
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700 & Above Employee
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Investment and Fiduciary Services
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Oct 2005 - Dec 2019
Most recently, worked as a client specialist in Life Management Services beginning in March of 2011. Also, previously served as estate settlement officer and trust officer. Most recently, worked as a client specialist in Life Management Services beginning in March of 2011. Also, previously served as estate settlement officer and trust officer.
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Education
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1995 - 1999
Calvin University
Bachelor of Arts - BA, Business/Corporate Communications
Community
