Scott Trent

For over 25 years, Scott has served countless clients across all areas of financial planning; but helping retirees navigate life’s most important financial decisions has by far been his most meaningful work. While many financial advisors focus exclusively on asset growth, Scott is passionate about protecting what his clients built, coordinating tax and estate planning to minimize risk. Today, he continues to serve clients with the same Midwest values—embodying hard work, straight dealing, and never taking anything for granted.

Scott’s breadth of experience includes leading and coaching fellow advisors and managing large-scale firm operations for Fortune 500 companies—exposure that has sharpened his ability to cut through complexity and ensure the highest quality interactions with every client. He is a RICP® (Retirement Income Certified Professional), CLU® (Chartered Life Underwriter), CPFA® (Certified Plan Fiduciary Advisor) and Northern Kentucky University alum.

When he’s not in the office, you’ll likely find Scott spending time with friends and family—including his wife Stephanie, daughter Jaylen, son Liam, and Grand Dog Teddy. He enjoys taking his jeep to the Red River Gorge, trying new Pit Boss recipes and dipping his toes in the Gulf’s white sand. That is of course when he’s not cheering on the Bengals, or Liam’s basketball teams.