Trent Helton

I take the stress out of financial planning for my clients.

Coming from a family of financial advisors, I have always been passionate about helping people pursue their goals. I understand that investing and retirement planning is a continuous process that is always evolving. People’s needs change, and I prepare for this by periodically reviewing all of my clients’ accounts with them.

I feel that every client is unique in his or her own way. The plan I lay out for my clients is tailored specifically to their needs. I understand that financial planning can be a burdensome process, and I take pride in making the process as easy as possible for my clients.

I grew up in a small town in mid-Missouri. I pursued my secondary education at Central Methodist University in Fayette where I played baseball, before transferring to Lincoln University in Jefferson City where I graduated with Summa Cum Laude honors. In my spare time, I enjoy watching Cardinals’ baseball games, reading, and spending time with my family.

Achievements:

• Licenses - Series 7 & 66 - Held with LPL Financial
• Graduate of Lincoln University, Jefferson City