Trent Colledge

Trent Colledge, MS, CFP

Trent Colledge began his career in the financial industry in 2014. He loves the financial planning process and always enjoyed learning about finance and making things more efficient. Financial planning gives him an opportunity to take a situation that may not be optimal and improve it. One area for improvement he often sees is the Investment section of a financial plan. Trent believes that when creating a financial plan, it is important to understand the technical aspects as well as the emotional and behavioral side of financial planning. He believes this profession requires him to be a lifelong learner, which is often how he spends his free time. Outside of the financial world, he enjoys reading, spending time outdoors with his growing family, and making the most of every day. 

Trent earned his B.S in Personal Financial Planning from one of the top CFP® Board-Registered Programs in the country at Utah Valley University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and an Accredited Financial Counselor® (AFC®). Trent received his Master's degree (M.S.) from the University of Alabama and is focused on Family Financial Planning and Counseling. He has also passed the Series 65 exam. He uses his knowledge and expertise to counsel with clients and advisors to make decisions in a fiduciary capacity.