The Trentham Santiago Group

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.


Advisors

Brent Trentham

Brent Trentham

Private Wealth Advisor

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Elizabeth Urquhart

Elizabeth Urquhart

Private Wealth Advisor

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Jonathan Baety

Jonathan Baety

Financial Advisor

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Susan Taylor Bryant

Susan Taylor Bryant

Financial Advisor

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Janet Burke

Janet Burke

Financial Advisor

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Jose Delgado

Jose Delgado

Financial Advisor

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Michael Jenkins

Michael Jenkins

Financial Advisor

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Robert Maiocco

Robert Maiocco

Financial Advisor

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Anna White

Anna White

Financial Advisor

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