Raised in Las Vegas, Trent joined our team in 2018. Trent’s primary responsibilities include assisting our growing practice with serving clients, investment analysis, planning, and business development. Trent graduated with a Bachelor’s degree in Economics, along with a minor in Business Management from Brigham Young University. Trent brings a unique skill set to the team owing to two years as a Research Analyst for Merrill Bateman Associates - Economic Consulting Group. In addition, Trent’s experience includes internships with Transamerica and Stanford University - Wharton College Clean Energy Project.
Trent enjoys spending time with his wife Rachael, and their two children. His hobbies include sports of any kind, traveling, and being with friends and family.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
CFP®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
