Trenten J. Stefonek
Operations and Technology Associate
Registered Admin

Trenton Stefonek
Trenten is an Operations and Technology Associate who prepares financial plans for client meetings, helps develop, manage and integrate technology platforms, and assists the Trading Team with research and due diligence. Trenten received his BBA degree in Business Economics from the University of Wisconsin - Eau Claire, is a Registered Admin through Triad Advisors, LLC., and holds the Series 7 designation. Outside the office, Trenten enjoys playing soccer, fishing, traveling, and spending time with family and friends.