Laurel is the founder of The Kent Team. She focuses on providing sophisticated financial advice and guidance to high net worth families, corporate executives and institutional clients. Laurel has worked for more than 25 years in the Financial Services and Investment Management industry, beginning her career at Legg Mason Wood Walker, Inc. She has also held executive and management consulting positions with the federal government, a major railroad and consulting firms.

 

Laurel received a Bachelor of Arts degree in economics from Stetson University and a Master of Arts degree in economics from the University of Florida. She is a member of the American Society of Association Executives, The Finance and Administration Roundtable, Rotary Club of Tyson’s Corner and Chair of the St. John’s Episcopal Church Planned Giving Committee in McLean, VA.

Matt provides comprehensive wealth management planning and investment management services to individual investors and their families, corporate executives and business owners. He specializes in portfolio development, risk management, retirement distribution strategies, private lending and insurance needs. Matt has worked for more than 15 years in the financial services industry, in both advisory and managerial positions.

 

Matt is a CERTIFIED FINANCIAL PLANNER™ through the College of Financial Planning and a Chartered Financial Consultant from The American College. He is a member of the Financial Planning Association. He holds a Bachelor of Science degree in finance. Currently, Matt is pursuing the Certified Investment Management Analyst designation through the Wharton School.

Mike provides comprehensive investment management and retirement planning services for associations, non-profit organizations and corporations, as well as individual investors and their families. He has worked for more than 20 years in financial services and business management industry. He has served in executive positions with USTrust, Bank Boston and Ruesch International. Additionally, he was a division Vice President with a major Washington DC trade group representing small to medium sized businesses.

 

Mike received a Bachelor of Arts degree in management and an MBA in finance from Boston College. He is a Certified Employee Benefits Specialist through the Wharton School and the International Foundation of Employee Benefit Plans. Additionally, he is an Accredited Investment Fiduciary through the Center for Fiduciary Studies. He is a member of the International Society of Certified Employee Benefit Specialists.