Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Trent is a CFP® certfcant with more than 25 years in the fnancial services business. He values his client relatonships above all because he cares deeply about each family he serves. Trent feels like he is at his highest and best when he can make a signifcant contributon to the fnancial well-being of his clients. Trent lives in Mission Viejo with his wife Sandy, who home schools their two teenage kids, Claire and Carson. Claire is an artst and enthusiastc rock climber, and Carson is a compettve golfer. Trent serves as board member and chairman of the Finance and Audit Commitee for an internatonal ministry non-proft called Reach Beyond.
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650 Town Center Dr. Suite 1650
Costa Mesa, CA 92626