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

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brent Trentham's website
Elizabeth Urquhart

Elizabeth Urquhart

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Elizabeth Urquhart's website
Jonathan Baety

Jonathan Baety

Financial Advisor

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

Susan Taylor Bryant

Financial Advisor

Visit Susan Taylor Bryant's website
Janet Burke

Janet Burke

Financial Advisor

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

Jose Delgado

Financial Advisor

Visit Jose Delgado's website
Michael Jenkins

Michael Jenkins

Private Wealth Advisor

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

Robert Maiocco

Financial Advisor

Visit Robert Maiocco's website
Anna White

Anna White

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Anna White's website