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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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®

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

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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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Our Staff

Trenta Swann

Trenta Swann

Operations Director

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Qualifications

  • 40+ years in the financial services industry
  • Human Capital & Human Resources
  • Marketing & Client Relations
  • Compliance
  • Community Relations

Roles & Responsibilities

  • Team Member Development
  • Client Service Management
  • Business Processing
Victoria Castaneda

Victoria Castaneda

Operations Manager

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Qualifications

  • FINRA Series 7 & Series 63 Licenses
  • 18+ years in the financial services industry
  • Operations Strategy
  • Human Capital & Human Resources
  • Compliance
  • Marketing & Client Relations
Julie Wagner

Julie Wagner

Operations Specialist

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Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Business Administration
  • Licensing
  • Marketing
  • Compliance
Aida E. Rodriguez

Aida E. Rodriguez

Business Development Manager

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Qualifications

  • B.A. Business Administration, 2011, Ana G. Mendez University, Orlando, FL

Roles & Responsibilities

  • Maintain Client Relations
  • New Business Opportunities
  • Reports & Database Management
Kerry Zee Troutman

Kerry Zee Troutman

Financial Planning Specialist

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Roles & Responsibilities

  • Financial Planning Analysis
  • Financial Planning Coordination
Tahira Kassamally

Tahira Kassamally

Financial Planning Assistant

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Qualifications

  • Bachelor of Commerce, 1995, Statistics, Accounting, Economics Kachi University, Pakistan
  • Florida Health, Life, and Variable Annuities

Roles & Responsibilities

  • Insurance Processing
  • Case Preparation
  • Client Service
Paola A. Goodrich

Paola A. Goodrich

Financial Planning Assistant

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Roles & Responsibilities

  • Data Gathering
  • Client Service
Nicole Santiago

Nicole Santiago

Client Relationship Manager

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Qualifications

  • Bachelor of Business Administration, 2014, Endicott College, Boston, MA
  • MBA, 2016, Finance, Endicott College, Boston, MA

Roles & Responsibilities

  • Client Service
  • Data Gathering
  • Case Preparation
Christian Corral, CRPC<sup>®</sup>, BFA™

Christian Corral, CRPC®, BFA™

Client Relationship Manager

Paraplanner
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Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Tennessee Health, Life and Variable Annuities
  • M.S. in Economic Developement
  • B.S. in Business Management

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
Jennifer Emely, CRPC<sup>®</sup>

Jennifer Emely, CRPC®

Client Relationship Manager

Paraplanner
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Qualifications

  • B.S.B.A., 2008, Economics, University of Central Florida, Orlando, FL
  • FINRA Series 66 License
  • Florida Health, Life, and Variable Annuities
  • FINRA Series 7 License
Mark Shreve

Mark Shreve

Client Relationship Manager

Paraplanner
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Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Tennessee Health, Life and Variable Annuities

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transaction/Money Movement Requests
  • Client Service Management
Amanda Webb

Amanda Webb

Client Relationship Manager

Paraplanner
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Qualifications

  • A.A. American River College, Sacramento, CA
  • FINRA Series 7 License
  • FINRA Series 63 License
  • FINRA Series 65 License
  • Tennessee Health, Life and Variable Annuities

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
Matheo Segovia

Matheo Segovia

Paraplanner

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Qualifications

  • B.B.A., 2018. Finance, University of North Texas, Denton, TX
  • FINRA Series 7 License
  • FINRA Series 63 License
Kerri Espinosa

Kerri Espinosa

Client Service Specialist

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Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Processing
  • Business Administration
Jack Mayberry

Jack Mayberry

Client Service Specialist

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Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Processing
  • Business Administration
Roberta Tatham

Roberta Tatham

Client Service Specialist

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Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Processing
  • Business Administration
Rhonda Hickson

Rhonda Hickson

Client Service Coordinator

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Roles & Responsibilities

  • Scheduling
  • Client Correspondence
Andrea Rodriguez

Andrea Rodriguez

Receptionist