- In financial services, business and advising
43 yrs
In financial services, business and advising
- Co-founder and CEO of eFinPLAN
15 yrs
Co-founder and CEO of eFinPLAN
- Professional designations: CLU, ChFC, CAP
3
Professional designations: CLU, ChFC, CAP
- His strategic analysis for business owners
V.I.E.W.
His strategic analysis for business owners
About.
Kent is a strategy advisor in Jacksonville and the owner of Strategic Vision Coaching. He works with entrepreneurs, business owners, CEOs and founders whose companies are growing but whose stress and complexity are growing too. His approach blends strategic business consulting, leadership coaching and financial counsel, starting with his V.I.E.W. Strategic Analysis and ending with a personalized business playbook.
Kent brings decades of financial planning and product experience. He co-founded eFinPLAN LLC, an early online financial planning company for consumers, led it as CEO for 15 years and negotiated its sale in 2021. He has also led digital banking product work at First Merchants Corporation, taught financial services at Hondros College, and served as Director of Entrepreneurial Education at AcceleratePV, Jacksonville's business accelerator.
Track record.
- Co-founded eFinPLAN LLC, which he describes as the first online financial planning company for consumers, and negotiated its sale to Accutech/Money Tree in 2021
- Led development of new business online banking capabilities for treasury services at First Merchants Corporation
- Created the V.I.E.W. Strategic Analysis, a diagnostic for growth barriers, leadership constraints and operational gaps
- Holds the CLU, ChFC and CAP designations from The American College of Financial Services
- Wrote courses and textbooks and taught insurance and securities licensing as an adjunct professor at Hondros College
Experience.
Owner
Strategic Vision Coaching
2024 to Present · Jacksonville, Florida, United States
Business consulting and leadership coaching for owners and founders.
Director of Entrepreneurial Education
AcceleratePV
2025 to 2026 · Jacksonville, Florida, United States
Curriculum and entrepreneur development at Jacksonville's startup accelerator.
Senior Digital Product Manager
First Merchants Corporation
2022 to 2024 · United States
Led new business online banking capabilities for treasury services.
CEO Co-Founder
eFinPLAN LLC
2007 to 2021
Built an online DIY financial planning platform, sold in 2021.
Adjunct Professor Financial Svcs and Insurance
Hondros College
2008 to 2013 · Columbus, Ohio Metropolitan Area
Course and textbook writing and licensing instruction.
Senior Planner, VP
Waller Financial Planning Group, Inc.
2005 to 2006 · Columbus, Ohio Metropolitan Area
Advanced Markets Consultant
Nationwide Financial
1997 to 2005 · Columbus, Ohio Metropolitan Area
Product Owner, AVP
The Ohio Company
1995 to 1997 · Columbus, Ohio Metropolitan Area
Managed product lines for a regional broker dealer.
What you can ask Kent about.
- Clarity and strategy for stuck founders
- Building systems for repeatable growth
- Growing without burning out
- Selling a company
Education.
The Ohio State University
BA, Communication and Labor Relations
The American College of Financial Services
CLU, ChFC, CAP
The Wharton School
Fintech Revolution: Transformative Financial Services and Strategies, FinTech
Lampo Group
Master Financial Coach Training, Personal Finance Coach
Nobody builds alone.
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