Trenton Lay, CFP®, serves as a “Family CFO,” working closely with clients to develop personalized investment and insurance strategies for their portfolios.
For more than 20 years, Trenton Lay has been dedicated to serving his clients from the picturesque San Juan Islands of Washington State to the stunning San Juan Mountains of Colorado, and beyond. And the best part? He is now ready to welcome new clients and offer consultations online!
Trenton, a resident of Western Colorado, grew up in Southern Utah, the youngest of 11 children. He developed a strong work ethic from loving parents and leadership opportunities at church and school. His entrepreneurial spirit, enthusiasm for money management, and desire to help others have fueled his career in financial planning from a young age.
After completing a bachelor’s degree in Business Administration at Dixie State, Trenton pursued further education at the College for Financial Planning and obtained the Certified Financial Planner (CFP®) designation. His wealth of experience spans 22 years in financial services, encompassing roles in community banking and wealth management. His vast experiences volunteering in church and community roles have lent him the ability to listen to and care for his client’s financial needs.
Trenton sets himself apart by his ability to simplify complex financial concepts for his clients, educate them on their options, and prioritize their best interests. He believes in fostering enduring relationships with his clients and being a trusted advisor. His unwavering dedication, integrity, and genuine concern for his clients’ financial well-being make him a reliable and trustworthy financial planner.
When Trenton is not busy transforming his clients’ financial lives, you can find him passionately volunteering with his church and embarking on thrilling outdoor adventures such as hiking, biking, and family road trips. And at the heart of it all, his greatest source of pride is his loving family – his incredible wife, Celeste, their six wonderful children, and their adorable dog and cat. Get ready to elevate your financial journey with Trenton Lay – book online now!