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CFP®, CLU®, ChFC®, CRPC®
Partner
410-673-8361
410-673-8383
Meet Brent
Brent C. Fuchs has been an active member of the financial services industry since 2000, working with individuals, families, and executives to develop comprehensive financial and retirement plans.
Brent’s mission is to help his clients achieve their financial independence. His experiences have led him to become a member of The Resource Group (TRG), an internal invitation-only, nationwide network of the top planners within Osaic FA. He has also qualified for the Million Dollar Round Table each year since 2012 (see membership disclosures below).
Brent loves spending time with his wife, Lucy, and coaching the sports teams of his two children, Paight and Sadie. He is also an avid Maryland sports fan (Orioles, Ravens, and Terps) and enjoys playing golf whenever he can squeeze it into his schedule.
Lincoln Financial Advisors is now
Certifications
- CERTIFIED FINANCIAL PLANNERTM practitioner
- Certified Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Retirement Planning Counselor (CRPC®)
- Series 7 & 66 registered
- Life and Health Insurance licensed
Professional Associations
- The Resource Group member
- Caroline County Chamber of Commerce
- Million Dollar Round Table
The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA. The goal of TRG is to collaborate and share intellectual capital – including financial planning expertise, resources, networking opportunities and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.
The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Brent Fuchs applied for this membership and a fee of $550 was paid to be a member. There were no fees to promote the membership.
Education
- B.A., Western Maryland (McDaniel) College
Community Involvement
- Food for Learning (Board Member)
- Sweet Caroline
- Caroline County 4-H
- Caroline County Public Library
- Chesapeake YMCA
Lauren Lerch
Practice Manager
Lori Rutkowski
Practice Manager
Diane Veroneau
Client Relationship Specialist
Michelle Walsh
Registered Assistant
Antonia Mullen
Planner Assistant
Grant Maloof
Financial Professional Trainee
Primary Clients or Industries
Business owners
Physicians
Farmers
Dentists
High net worth individuals and families
Primary Service Areas
Investment management programs
Financial planning
Estate planning strategies
Asset management
Risk management