RETIREMENT PLANNER

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We have what it takes to meet your investment goals. Our principals have over 40 years of experience in wealth management and investments. In fact, we were part of the pioneering effort that changed traditional commissioned investments to a more comprehensive style of wealth management.

 
 
 

Because of our longevity in the investment industry, we’ve seen both market highs and market lows. We understand how to grow your portfolio with a long-term approach, without losing sight of the short-term opportunities. Contact us for more information on becoming our client. See what a difference professional management can have on your portfolio.

  KENT BICKNELL

Kent has provided financial advisory services since 1968.  He founded Bicknell Capital in 1994 to provide comprehensive wealth management services. He received his Bachelor of Business Administration degree from Baylor University and was later awarded the CFP (Certified Financial Planner) designation by the College for Financial Planning.

Kent is currently licensed as a registered investment advisor representative. He works directly with clients of the firm and his activities include financial coaching, personal life planning, financial planning, and professional investment management. For more than 12 years, Kent has served as the senior financial consultant to one of America`s leading executive transition and outplacement firms. In this role, he assists senior level executives with the financial and investment challenges they face in their personal lives.

In the early 1970’s, Kent founded Balanced Financial Corporation, one of the pioneers in the financial planning and investment advisory industry. After Balanced Financial was sold, Kent was an executive with Ameritrust Corporation, one of the oldest and largest organizations in America involved in the personal trust and investment management business.

Kent enjoys spending time with his family and volunteering at his church. He is also the author of a book about a dependable source of wealth and life management principles from the Christian perspective, Wealth: A Way of Life That Leads to Prosperity .



  WILSON T. BICKNELL

Will joined the firm in 2000. He is a graduate of the University of Texas at Dallas where he earned a Bachelor of Science degree in business administration / finance. He continued his studies at Southern Methodist University where he earned a graduate certificate in financial planning.After passing the

CFP® qualifying examination Will was awarded the right to use the Certified Financial Planner designation by the CFP® board in Denver, Colorado.

Will is involved in all aspects of the business and is licensed as a registered investment advisor representative. He manages the day-to-day operations of the firm—the portfolio accounting and reporting system, and the trading systems. He is also highly involved in the research and direction of investment policy and portfolio design.