Quentin Sefrit
Financial Advisor
...
EDUCATION
BA, Economics and Finance, Minors in Business Analytics and Management, Simpson College
BIO
Quentin is a financial advisor dedicated to helping clients gain clarity and confidence in their financial lives. He began his career at the firm in the Asset Management department, where he served as a subject matter expert in portfolio management, complex investment products, trading operations, and more. Today, he draws on that background to simplify the complex and provide comprehensive financial planning solutions tailored to each client’s needs. Quentin holds his Series 7 and 66 securities licenses, along with life and health insurance licenses in several states.
Prior to joining the firm, he played baseball at Simpson College while studying Economics, Finance, and Business Analytics. Quentin resides in Waukee with his wife, Ashton and their dog Griffen.
JOINED FIRM
2021