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
“I won’t be remembered at the end of the day for my net worth or how great of a businessman I was – my legacy will be based on how I lived as a husband, father, and community leader.”

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.

What is your favorite part of what you do at Vestia?
I grew up with a mother that worked very hard to keep our yard looking pristine. I also share some of her green thumb, both literally and metaphorically. At the office, I enjoy developing scalable processes from the ground up that bear incredible “fruit” for all of Vestia’s clients. Delivering on the expectations we set for clients through world-class processes is what gets me up in the morning.
One of Vestia’s values is to model “wealth that matters.” What does this mean to you?
To live “wealth that matters” means living according to your ideal eulogy. I’m not going to be remembered at the end of the day for how great of a businessman or advisor I was, or how much money I made. My legacy will be established based on how I lived as a man of faith, husband, father, and community leader.
What is your favorite part of what you do at Vestia?
I grew up with a mother that worked very hard to keep our yard looking pristine. I also share some of her green thumb, both literally and metaphorically. At the office, I enjoy developing scalable processes from the ground up that bear incredible “fruit” for all of Vestia’s clients. Delivering on the expectations we set for clients through world-class processes is what gets me up in the morning.

Let’s Connect

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