Brent Bastian

Director of Operations


Areas of Expertise

  • Small business operations workflows
  • Client service consulting


A graduate of the University of Central Missouri, Brent majored in Accounting and minored in Finance. He also returned to his alma mater five years later to receive his MBA in Ethical Strategic Leadership. Brent began his career overseeing endowments, foundations, and pension plan portfolios at State Street Bank & Trust and later moved to Schwab Performance Technologies. During his time at Schwab, Brent gained industry experience in portfolio management, client relationship management, and investment platforms. Through his career Brent has developed a passion for process improvement and development of workflow efficiency. Brent currently lives in Lee’s Summit with his wife Abby, and their three children. Brent has a passion for music and played the saxophone throughout high school and college in both marching and jazz bands. In his free time he enjoys playing golf and spending time with family and friends.

Director of Operations

Brent is responsible for directing, administering and coordinating the activities of the organization in accordance with policies, goals and objectives of the firm. His primary responsibilities are oversight of the client service department, as well as working closely with the leadership of the firm to implement strategic initiatives to improve operations efficiencies and client experience.

Professional & Community Involvement

  • Director of Operations, Buttonwood Financial Group, LLC: 2015 – present
  • Portfolio Technical Specialist, Buttonwood Financial Group, LLC: 2014 – 2015
  • Senior Relationship Specialist, Charles Schwab: 2013 – 2014
  • Relationship Specialist, Charles Schwab: 2011 – 2013
  • Portfolio Accountant, State Street Bank & Trust: 2010 – 2011

Mission: Buttonwood Financial Group, LLC

Our mission as a Family CFO is to positively impact each of our clients by providing ongoing consultative assistance, allowing them to organize and take control of their financial lives. Buttonwood accomplishes this by simplifying, organizing, and executing holistic financial strategies in harmony with our multigenerational clients’ financial lives. We coach, teach, mentor, and guide with genuine authenticity in our client’s best interest. We care about serving our community and our clients with passion and integrity.