The Trentham Santiago Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Brent Trentham

Brent Trentham

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brent Trentham's website
Conrad Santiago

Conrad Santiago

CFP®, MSFS

Private Wealth Advisor

Visit Conrad Santiago'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
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®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Anna White's website
Lisette Vizcarrondo

Lisette Vizcarrondo

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lisette Vizcarrondo's website
Joseph Segreto

Joseph Segreto

Associate Financial Advisor

Visit Joseph Segreto's website
Amanda Cook Webb

Amanda Cook Webb

Financial Advisor

Visit Amanda Cook Webb's website

Team

Roberto A. Yudice

Roberto A. Yudice

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7
  • MBA in Finance, Esade University - Barcelona, Spain 2014

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
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Jeannette Lizardi

Jeannette Lizardi

Client Service Specialist

Roles & Responsibilities

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

Jack Mayberry

Insurance Specialist

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • M.B.A. in Finance, 2014, Tennessee Technological University, Cookeville, TN
  • Tennessee Health and Life

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business processing
  • Business administration
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Paola A. Goodrich

Paola A. Goodrich

Financial Planning Specialist

Roles & Responsibilities

  • Data Gathering
  • Client Service
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Darlene Santiago

Darlene Santiago

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Correspondence
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Juana Lazaro

Juana Lazaro

Marketing Specialist

Roles & Responsibilities

  • Marketing
  • Event Planning
  • Social Media
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