Staff and Advisors
Trent SchulzFinancial Advisor, RJFS
Trent graduated from Miami University in May 2012 where he studied finance and economics. He currently maintains Series 7, 66, and life, health and variable annuity insurance licenses. Trent is currently enrolled at the College for Financial Planning where he plans on obtaining the certification of CFP®, Certified Financial Planner™. Trent resides in Middleburg Heights.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.