The Trentham Santiago Group

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Brent Trentham

Brent Trentham

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brent Trentham's website
Jonathan Baety

Jonathan Baety

CFP®, APMA®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jonathan Baety's website
Susan Taylor Bryant

Susan Taylor Bryant

MBA

Financial Advisor

Visit Susan Taylor Bryant's website
Janet Burke

Janet Burke

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Janet Burke's website
Jose Delgado

Jose Delgado

APMA®, CRPC®

Financial Advisor

Visit Jose Delgado's website
Michael Jenkins

Michael Jenkins

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Jenkins's website
Robert Maiocco

Robert Maiocco

MBA, CRPC®, APMA®

Financial Advisor

Visit Robert Maiocco's website
Anna White

Anna White

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Anna White's website