ABOUT US
Brent Greenshields
For more than 25 years, Brent Greenshields has been working with employees at companies such as Oracle, Cisco, Hewlett Packard, Northrop Grumman, Electronic Arts and other Fortune 500 companies. He has helped individuals navigate the options on both Core Side funds; as well as, the Self-Directed options. Brent has carefully crafted and designed individual portfolios based on various factors to determine the best outcomes for clients.
Edward Berry
For more than than 25 years, Eddie Berry has been helping employees take a holistic approach in investing and customizing 401k options. In addition, Eddie services employees with the Health Savings Account, After-Tax Contributions, Pensions and other Personal Assets to determine the best options transitioning from the work phase to the retirement stage.