Michael Trent, MBA, CFP®
Partner & Chief Technology Officer
Email: mtrent@vestia.com
Call | Text | Fax: 260-234-2161
Michael Trent, MBA, CFP®
Partner & Chief Technology Officer
Email: mtrent@vestia.com
Call | Text | Fax: 260-234-2161
Qualifications
- CERTIFIED FINANCIAL PLANNER™
- Series 66
- Life insurance, licensed agent
- Health insurance, licensed agent
- MBA, University of Michigan
- US Marine Corps Veteran
Community Involvement
- Board of Directors, The Impact Center
Michael strives to help Vestia’s highest caliber professionals get organized and remove uncertainty from their financial lives so they can have the lasting impact they desire. He enjoys the technical and creative aspects of building a plan that align the available financial resources with our clients’ ultimate aims.
Michael earned his undergraduate degree from Indiana University, where he received the prestigious Wells Scholarship. After graduation, he served five years in the United States Marine Corps as an intelligence officer. Following his military service, he went back to school to earn his MBA from the University of Michigan. He started his private sector career working as a project engineer and financial analyst for a Fortune 500 manufacturer before transitioning into financial services.
Michael’s experiences in the public and private sector have shaped his perspective on leadership, community service, and financial practices. He believes that an advisor-client relationship should be based on trust and transparency. With a clear understanding of the cost of services and the value to be delivered, Michael’s greatest professional satisfaction is found in meeting and exceeding our clients’ expectations.
When he is not working, Michael enjoys spending time with his wife, Jody, a pediatric nurse practitioner, and their four children Noah, Eli, Naomi, and Sam. He is a competitive runner and has run the New York City Marathon two times on behalf of the Pat Tillman Foundation. Michael’s family is actively involved in their local church, and they enjoy traveling and spending summer weekends at the lake.