Chief Investment Officer / Investment Committee Chair / Co-Founder

Trent has over 17 years experience in the Financial Services industry.  Trent served for over twelve years with Charles Schwab & Co. as a Portfolio Consultant in their Schwab Private Client program.  In this role, Trent served as the primary contact for clients in determining and implementing their investment strategies as well as ongoing monitoring of client’s portfolios.  With Schwab, Trent was responsible for servicing some of the firm’s largest and most complex client relationships, totaling approximately $300 million in assets under management.  Since co-founding Narus Financial Partners, Trent has been instrumental in developing the firm’s investment strategies as well as providing guidance to the Investment Committee around tactical investment stances that Narus might want to take in client portfolios.  Trent is also responsible for Narus’ quantitative research on individual securities and serves as portfolio manager for an all equity stock strategy, all equity dividend strategy, and a domestic and international portfolio.

Education and Certificates

  • Bachelor of Science in Physics from the University of South Florida.
  • Accredited Asset Management SpecialistSM  (AAMS®)
  • Certified Financial Planner ™ (CFP®)
  • Registered ParaplannerSM (RP®)

The Personal Side

Trent has been married for 28 years to his wife, Rhonda.  Together, they have three children – Alan, Miranda and Grant.  In his free time, Trent enjoys tennis, golf, hiking, snowboarding and spending quality time with his family.  Over the years Trent’s annual snowboarding trips have taken him to the Lake Tahoe area, a place he has grown to love.  Trent resides in the picturesque Prescott, AZ and frequently has visitors to his back yard of bobcats, javelina, and other animals. 

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