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Peter J. Brent, EA, CFP®
Pete graduated from Boston College with a B.A. in Economics and Finance and enjoyed a successful career as a high school Business Education teacher. While teaching, he started a small, home-based income tax practice, which became the foundation for Brent Financial Group. From its humble roots, the business has evolved into its current format of a full-service, client-centered financial consulting and wealth management firm.
Pete's credentials include FINRA Series 7 and 63 securities registrations (held through Commonwealth Financial Network) and life insurance licenses. He became an IRS Enrolled Agent in 1977, earned his CFP® certification in 1986, and completed graduate work in taxation at Pace University.
Pete loves living in New York's Hudson Valley with its many beautiful and historic sites to explore. He and his wife Christina are avid travelers, but they also enjoy relaxing at home with a good book. He has always been passionate about baseball, particularly his New York Yankees. Pete has a long history of involvement in the community, and he currently serves on the Board of Trustees for the Community Foundations of the Hudson Valley, and he continues his 20+ year involvement with the Alzheimer's Association Hudson Valley Chapter.
Peter Brent is proud to have been recognized as a Vista Club advisor for 2018—a distinction based on annual production that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Laurie Brent Schiavone, CFP®
Laurie is a 1985 graduate of Bloomsburg University in Pennsylvania, where she majored in economics and minored in statistics. She joined Brent Financial Group in 1989 and has been a registered representative of Commonwealth Financial Network®, Member FINRA/SIPC, since 1992. Laurie is involved in all areas of the practice. Her credentials include FINRA Series 7 and 63 securities registrations (held through Commonwealth Financial Network), life insurance licenses, and the CFP® certification.
Laurie lives in Poughkeepsie, New York, with her husband, Frank. They have four sons—Maxwell, Garrett, Jacob, and Nathan. Her family has a community ministry, Jane's Grace, which started from Laurie's volunteer time with a local domestic violence shelter. Active members of their gospel church, they have made serving others a priority as a family.
Thomas Bridgman, EA
Director, Tax Operations
Tom joined Brent Financial in 2008 and has been preparing individual, small business, and nonprofit tax returns since 2003. He took over as director of tax operations in 2015. Previously, he was a programmer with IBM Research in Yorktown Heights, New York.
Tom is licensed to practice before the Internal Revenue Service and is an active member of the NY/CT Association of Tax Professionals and the National Association of Tax Professionals. He received a bachelor's degree from Pace University and a certificate in financial planning from Marist College. He and his daughter live in Wappingers Falls.
Cheryl joined the Brent Financial team in 2018, with 14 years of expertise in personal and small business tax preparation. She is also a certified fitness instructor, doing her best to help others meet their health and fitness goals, as well as handling administrative and managerial work for a family-owned landscape and design company.
Cheryl was born and raised in the Hudson Valley and currently resides in Maybrook with her husband and two children. She has been a baseball coach, soccer mom, and volunteer for the Arthritis Foundation and Montgomery Food Pantry.
Kim joined Brent Financial Group in 1997 as an administrative assistant to Peter and Laurie. She holds a degree in English and psychology from the State University of New York at Fredonia and a certificate in office administration from Krissler Business Institute. She holds her FINRA Series 6, 55, and 63 securities registrations through Commonwealth Financial Network and also has her New York state insurance license.
In her hours away from Brent Financial Group, Kim is a certified yoga instructor and loves to dance (east and west coast swing are favorites). She cares for a variety of pets at her home in Hyde Park, and also volunteers with a local animal rescue organization.
Rosemarie (Ro) Cummings
Rosemarie joined Brent Financial Group in May 2017., bringing with her extensive experience in the legal, insurance & real estate industries. "Ro" is a retired freelance Professional Court Reporter who covered from Southern Westchester to the Sullivan County line. She has worked as a Legal Assistant for a local town justice, a NYS Independent Insurance Agent, and a real estate salesperson. She enjoyed working part time as a Weight Watchers Leader having received their most prestigious award for coaching the most members to their Lifetime goals and is an active member of the Wappingers Ladies Auxiliary.
Ro and her husband have seven children between them, with their youngest child in school in Wappingers Falls. They share a passion for the Yankees, as well as buying, selling, renovating, renting, and flipping real estate -- in 2019 they finished their 12th hone renovation project. Other activities include enjoying the beach, gardening, cooking, mastering gluten-free living, her many pets, entertaining family and friends, and an active participant in fundraisers.
Bo Demczar, EA
Senior Tax Advisor
Bo joined Brent Financial Group in 2020, bringing over 30 years of experience in tax preparation having been preparing income tax returns since 1986. He specializes in personal, business and non-profit returns including small business, rental properties, and investments. Bo holds a bachelor’s degree from Northeastern University and a master’s from Syracuse University. Bo is an Enrolled Agent, licensed to practice before the Internal Review Service, and is an active member of the NY/CT Association of Tax Professionals and the National Association of Tax Professionals. He resides in Hyde Park with his wife, Barb.
Renée Laferriere, EA
Senior Tax Advisor
Renée joined Brent Financial Group in 2012. She has been preparing federal and state income tax returns since 1990. In January 2015, Renée was granted the federal designation of Enrolled Agent. She specializes in personal returns including small business, rental properties, and investments. Renée holds a BS in Mathematics from the University of New Hampshire.
Originally from New England, Renée and her husband, Brian, have lived in the Hudson Valley for more than 25 years. They have three children and reside in Pleasant Valley. She has been an active volunteer with the Pleasant Valley Recreation department and the Arlington Band Boosters.
Vee Miller, EA
Senior Tax Advisor
Vee received her associate's 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 and prepares individual, business, and trust returns. She is an active member of the New York Connecticut Association of Tax Professionals and National Association of Tax Practitioners. Vee has taught numerous tax courses locally at Marist College for the CERTIFIED FINANCIAL PLANNER™ certification program.
Vee and her husband, Rick, reside in Poughkeepsie, New York. They have three children, Julie, Kristen, and John, and three grandchildren. In her spare time, Vee enjoys reading and crossword puzzles.
Emily joined Brent Financial Group in 2010 as an assistant to Pete and Laurie and helps run the financial planning side of the business with Kim. She holds a degree in history from Pace University, and her career path includes archivist, dressmaker, museum docent and fabric conservator.
Emily lives in the town of Poughkeepsie with her husband Harold. Weekends find the house full of four children and their families, which include four perfect grandchildren.
Emily and Harold volunteer with the American Field service and include seven international students as part of their extended family. Emily enjoys quilting, furniture re-finishing and watching classic American musical films.
Rose Sasso, EA
Senior Tax Advisor
Rose joined Brent Financial in 2010 and has over 25 years of tax preparation experience in personal, small business, trust and estate tax returns, including rental property and investments, tax audits, and tax planning. Her previous experience includes 10 years as a foreign currency trader and 9 years as a child associate for Wappingers Central School District.
Rose is an Enrolled Agent (licensed to practice before the Internal Revenue Service) and is an active member of the NY/CT Association of Tax Professionals and the National Association of Tax Professionals. She and her husband live in Wappingers Falls and she enjoys spending time with her family, cooking, and sports.