Oliver creates and monitors investment strategies for his clients. He also focuses on retirement planning and client reporting for Trent Wealth Management. Oliver earned his Bachelor of Science degree in Human Physiology from the University of Oregon and worked in the healthcare industry for six years before pivoting his career towards Financial Planning and Investments. He is passionate about knowing his clients and making sure that they are well informed about the decisions they make together.
Oliver enjoys making personal connections, loves expanding his network of friends, and being an active member of his community. He spends his time away from work with day trips to the coast, playing tennis or bocce with friends, biking, bouldering, and beekeeping.
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