Trent Schliefert

Trent has recently helped me transition to retirement. Prior to this I was a little overwhelmed and concerned I may overlook something and not have the best outcome . Trent listened to my concerns , answered my questions and with his support, knowledge and planning , he made the whole process less challenging and very seamless for me. Trent was always well prepared at our meetings. He is thoroughly professional and knowledgeable . But also , very approachable and friendly. I’m so grateful I had Trent to guide me through this process and I recommend him highly.