Brent E. Chavez

Brent E. Chavez is an experienced financial professional currently serving as a Capital Gains Deferral Specialist at Estate Planning Team since September 2021, where expertise in the Deferred Sales Trust™ tax-deferral strategy is utilized to assist clients with business transitions and wealth succession planning. Additionally, Brent has been the Owner Registered Representative at Aequitas Equitas Wealth Management since September 2003, and previously held positions as an Independent Registered Representative at Allstate Financial Services, LLC from 2008 to 2013, and at Graham Financial Services from 2003 to 2008. Brent's educational background includes studies at the College of Allegheny County from 1987 to 1988.