The Team

The Trentham Santiago Group

Our Practice Mission is: "To guide and motivate our clients to plan to achieve their financial objectives through a long-term financial planning relationship based on experienced and knowledgeable advice."

Our Business Core Values are: Ingenuity, Integrity, Teamwork, Responsibility, Appreciation and Resourceful. These are the driving forces to providing you outstanding service.

Our Advisors

Brent Trentham

Brent Trentham

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances

Education

B.S., Mathematics, 1990, University of Tennessee, Knoxville, TN
CA Insurance #0F11510 AR License #1598988

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Elizabeth Urquhart

Elizabeth Urquhart

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business

Education

Maryville College, Bachelor of Arts, Sociology
CA Insurance #0B38636 AR License #631707

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Jonathan Baety

Jonathan Baety

Financial Advisor

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Designations

CFP®, APMA®, CLU®, ChFC®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Arts, 1989, Asian Studies, Florida State University, Tallahassee, FL

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Susan Taylor Bryant

Susan Taylor Bryant

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Bachelor of Science, 1967, Psychology/Political Science, University of Tennessee, Knoxville, Master of Business Administration, 1988, Management/Marketing, University of Tennessee, Knoxville

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Janet Burke

Janet Burke

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Investments
  • Financial Strategies for LGBTQ Couples and Families

Education

Hofstra University, B.B.A. -Management and Marketing 1980
CA Insurance #0N01358 AR License #8303329

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Jose Delgado

Jose Delgado

Financial Advisor

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Designations

APMA®, CRPC®

Top Areas of Focus

  • Investments
  • Insurance
  • Estate Planning Strategies

Education

B.S 2006, Business Managment, University of Hawaii at Manoa, Honolulu, HI

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Michael Jenkins

Michael Jenkins

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

B.S. Business Administration-Finance, Tennessee Wesleyan College, 2006, A.S. General Studies, Hiwassee College, 2004

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Robert Maiocco

Robert Maiocco

Financial Advisor

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Designations

MBA, CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

Stanford University, BA – Economics (1982), Palo Alto, CA, University of Southern California, MBA – Finance (1985), Los Angeles, CA
CA Insurance #0F71363

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Anna White

Anna White

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management

Education

B.S., Organizational Management, Tusculum College

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