Trent is an advisor associate in our Salisbury, MD office, supporting the team of advisors by helping to manage client relationships, assisting in ongoing financial planning work, and serving as an additional point of contact for clients.
Before joining the team, Trent worked as an intern for Young Insurance & Financial and was a member of the Financial Management Association as a student at Salisbury University.
Now residing in Ocean City, MD, Trent enjoys playing soccer and golf with friends, as well as surfing and snowboarding in his free time.
- Intern at Young Insurance & Financial
Education & Credentials
- BS, Salisbury University – Perdue School of Business, Finance
- Financial Paraplanner Qualified Professional™
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.