Bentley’s focus is to help companies with their retirement plans. He also works with high net worth professionals, executives and individuals to develop and implement a financial plan to meet their unique individual goals including portfolio accumulation, tax reduction, as well as estate planning and conservation.
Bentley holds his FINRA series 7 and 66 securities registrations and is also Life, Accident and Health insurance licensed. Bentley is an investment advisor representative with Prime Capital Investment Advisors (PCIA) as well as a registered representative with Private Client Services, Member FINRA/SIPC.
Bentley grew up in the Dallas/Fort Worth area. Prior to joining the firm, he was with Enterprise Fleet Management for twelve years. At Enterprise he worked with business owners to gain an intimate understanding of their business from the inside out including, short-term and long-term goals and developed customized financing and management solutions to meet their needs.
In his spare time Bentley enjoys spending time with his wife Lori and their twin sons Brooks and Braxton. Bentley also enjoys playing golf, hunting and traveling.