Bob has dedicated his career to building and monitoring personalized investment portfolios and retirement strategies for his clients. He commits to understanding their goals and objectives so he can provide a customized plan that incorporates their best interests toward achieving their financial goals. He has developed a reputation as a trusted advisor for his long-term clients and enjoys offering his services to others who are seeking wealth management advice. Ultimately, Bob and his team help their clients seek to grow, preserve, and transition their wealth in a tax-efficient manner.
Before establishing Trent Wealth Management of LPL Financial, Bob was a Sr. Financial Advisor at Wells Fargo Advisors for 14 years after investing several years at E*Trade and Morgan Stanley. Bob also spent nine years at IBM in Corporate Finance and internal audit, along with several years at Arthur Andersen as a management consultant.
Bob holds an MBA from the University of Chicago, an Industrial Engineering degree from Purdue University, and a BA from DePauw University. He lives in Kenwood, CA with his wife of 38 years. When he’s not at work, Bob enjoys biking and hiking in Sonoma Valley.
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