Trent is an Investment Advisor Representative serving clients from our Cornelius and Hickory offices. With 9 years of experience in the financial services industry, Trent excels in personal financial planning, client relationship management, and navigating a wide range of investment strategies. He is dedicated to building strong, lasting relationships with clients, taking the time to understand their unique goals and crafting innovative solutions to help them achieve financial success.
Trent launched his career at Vanguard in 2017, where he spent nearly 8 years developing expertise in high-net-worth client services. He went on to work within Vanguard’s Personal Advisor Services for four years before joining Aspire.
A proud graduate of The University of North Carolina at Charlotte, Trent holds a degree in Finance with a minor in American Studies. Trent passed the Series 66 securities examination and licensed by the NC Department of Insurance in Life Insurance.
Originally from Huntsville, AL, Trent has called Charlotte, NC home for over 25 years. Trent is an avid sports fan and lives for Alabama Crimson Tide and Carolina Panthers football. He currently resides in the area with his wife, Maddy, and their 4-year-old Pit Bull, Ghost.