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Brent M.  Price, ChFC®, CASL®, RICP®, CLTC®

Advisor, Retirement Plan & Wealth Management

Drawn to the financial services industry in 1997, Brent has been a member of the Wilson Albers team
since 2002. He is passionate about teaching individuals how to build and protect wealth and how to
navigate the transition to and through retirement—offering guidance on portfolio management,
retirement income planning, estate planning, and long-term care planning.

Brent holds several related professional designations and believes that open, honest conversations are
key to providing peace of mind during a time in life that can be both exciting and unsettling.

Working with business owners and C-suite officers, he assists in business continuation planning as well
as the implementation of benefit packages designed to recruit, reward, and retain their key people.

A graduate of Southern Oregon University, Brent lives with his wife in the Tacoma area; they have three
grown sons and three beautiful granddaughters. He enjoys spending time with family, traveling, playing
games, and golfing.

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC.
Advisory Services through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Alera Group, Inc. Alera Investment Advisors, LLC and Wilson Albers are not affiliated with Triad Advisors, LLC