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ABOUT US | Our Team
As financial consultants, investment managers and tax practitioners our primary job is to build unparalleled, value-added relationships with our clients. Our clients are our absolute first priority. Strong, family-oriented relationships with our clients are the reason we exist and the foundation of our firm. Today, our values continue to be reflected in the service we provide. Meet our team, whose passion is earning your trust, sharing their knowledge, caring and offering outstanding service.
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Peter J. Brent, President
pete@brentfinancial.com After graduating from Boston College with a degree in economics in 1964, Pete enjoyed a successful 22-year career as a high school business education teacher. He started a small home-based income tax practice in 1968 and became an Enrolled Agent with the Internal Revenue Service in 1977. This practice became the foundation for Brent Financial Group, which was established in 1986. What began as a small income tax preparation business has evolved into a full-service, client-centered financial consulting and wealth management firm. Pete's credentials include Series 7, 63, and life insurance licenses. He earned his CFP® designation in 1986, completed graduate work in taxation at Pace University, and is a member of the Financial Planning Association and the National Association of Tax Practitioners. He is active in all areas of the practice. Peter is an avid New York Yankees fan and walks 12 to 15 miles each week. He enjoys an active role in both church and community, and is especially active in the local Alzheimer's Association. Peter is now living in Poughkeepsie, New York, with his wife Lynn. They have two sons and one daughter and love spending time with their six grandchildren. Back to top
Laurie Brent Schiavone, Vice-President
laurie@brentfinancial.com Laurie is a 1985 graduate of Bloomsburg University in Pennsylvania where she majored in economics and minored in statistics. Laurie joined Brent Financial Group in 1989 and has been a registered representative of Commonwealth Financial Network, Member FINRA, since 1992. Laurie is involved in all areas of the practice. Her credentials include Series 7, 63, and life insurance licenses and the CFP® designation. Laurie lives in LaGrangeville, New York, with her husband Frank and their four young sons—Maxwell, Garrett , Jacob, and Nathan. The boys are her biggest hobby although she does find time for photography, gardening, and entertaining. Back to top
Kimberly Crose, Administrative Assistant
kim@brentfinancial.com
Kim joined Brent Financial group in 1997 as an Administrative Assistant to Peter and Laurie. She holds a degree from the State University of New York at Fredonia where she majored in English and minored in Psychology. She earned a certificate in Office Administration from Krissler Business Institute, and she holds FINRA Series 6 and 63 licenses.Kim lives in Hyde Park with her husband (and resident Yankee fan), Vince. They have two children, Colin and Cory, who are both attending art school. They share their home with their cats: Tim, Samantha, and Annie and look after a cockatiel named Leila while their daughter, Cory, is away at college. Kim loves spending time with her family, and she enjoys the arts, the theater, exploring new places, and visiting interesting gift and antique shops. She loves to walk, and recently started drum lessons, which were a birthday gift from Vince. She's not ready to headline with Bon Jovi, but she is enjoying them. She and her family love the water. They enjoy spending time by the Hudson River, and they love their yearly visits to one of their favorite spots, Lavellette, New Jersey. Back to top
Vee Miller, Tax Office Manager
vee@brentfinancial.com Vee received her associates degree from Dutchess Community College, her bachelor's degree from SUNY Cortland, and her master's degree from SUNY New Paltz. She is enrolled to practice before the Internal Revenue Service and has been preparing taxes since 1985. In addition, Vee received a certificate of financial planning from Marist College in 1997.. Vee joined Brent Financial Group in 1995. In her role, she prepares individual returns, business returns, and payroll forms. She is an active member of the National Association of Tax Practitioners. Vee has taught numerous tax courses locally at Marist College for the CERTIFIED FINANCIAL PLANNER™ program. Vee and her husband, Rick, reside in Pougkeepsie, New York. They have three children, Julie, Kristen, and John. In her spare time, Vee enjoys reading and crossword puzzles. Back to top
Robert F. Geller - Tax Preparer
bobg@brentfinancial.com Bob began his second career as a tax preparer in 1993 after he retired from 25 years of working in computer systems engineering and management. He joined Brent Financial Group in 1998. Bob prepares both individual and small business returns. He has been an enrolled agent since 1996. A resident of Hopewell Junction, Bob and his wife Sue are avid golfers and sports fans. Back to top
Marcia Purcell, Tax Preparer
marcia@brentfinancial.com Marcia is a graduate of Jackson College of Tufts University where she majored in sociology and minored in education. She joined Brent Financial Group in 1989 as a tax preparer. She is an Enrolled Agent and prepares individual, gift, and trust and estate returns. She has earned the Marist College Certificate of Financial Planning® and has her New York insurance license in life and health, specializing in long term care insurance. Marcia lives in Fishkill, New York, with her husband John. They have four adult children and five grandchildren. She enjoys quilting, gardening, and visiting with her family. Back to top
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.
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