Brent Hulling,
CKA®, CEPA®
First Vice President, Investments & Financial Advisor
Brent Hulling is a financial advisor who has spent his career helping individuals, families, and business owners make wise, thoughtful decisions with their money. His practice is built on a Christian foundation that values integrity, stewardship, humility, and long-term relationships. Brent believes financial planning is not just about growing wealth, but about using it responsibly to serve family, community, and future generations.
Throughout his career, Brent has worked with clients at every stage of life, guiding them through market cycles, life transitions, retirement planning, and legacy considerations. He has held roles at nationally recognized financial firms, including Morgan Stanley and T. Rowe Price, and brings institutional-level experience to a highly personalized advisory practice. Earlier in his career, Brent also owned and operated a small business, giving him firsthand insight into the financial realities and pressures faced by business owners.
Brent works closely with business owners on both personal and professional planning needs, including succession considerations, liquidity events, and life after exit. He holds the Certified Exit Planning Advisor® (CEPA®) designation, which reflects specialized training in helping business owners prepare for and navigate the transition of ownership, as well as the Certified Kingdom Advisor® (CKA®) designation, which aligns financial guidance with biblical wisdom and values.
Brent’s approach is intentionally conservative, disciplined, and values-driven. He focuses on building durable strategies designed to weather uncertainty, protect what clients have worked hard to build, and align financial decisions with personal priorities. Education and transparency are central to his process — clients are never asked to blindly trust a recommendation, but are empowered to understand the “why” behind every decision.
Brent lives in the Tampa Bay area with his wife and twin sons. Outside of work, he enjoys spending time with his family, traveling, coaching youth sports, and glamping together whenever they can unplug and get outdoors. He is actively involved in his church and community, and believes his role as an advisor is ultimately one of service — helping others pursue peace of mind, generosity, and financial clarity in an increasingly complex world.
