Trent Evans, CPA, CFP®

Trent serves as a Wealth Manager on Creative Planning’s ultra-affluent team, working with some of the highest-net-worth families in the firm. His team includes Creative Planning’s CPAs, estate planning attorneys, tax attorneys, money managers and Chief Investment Officer.

Trent works closely with his clients to develop personalized wealth management plans addressing all aspects of their financial lives, including investments, tax planning, risk management, retirement, education planning and estate planning. After preparing comprehensive wealth management plans for his clients, Trent assists his clients in implementing their plans and continues to work with them to update their plans as their financial situations change.

Prior to joining Creative Planning, Trent served as an auditor for a Big Four national accounting firm, where he conducted financial statement audits on publicly traded wealth and asset management companies.

Trent received both his Bachelor of Science degree in accounting and his Master of Accountancy degree from Kansas State University. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards, and a licensed Certified Public Accountant in the states of Kansas and Missouri.

Trent and his wife, Madison, enjoy traveling abroad, playing golf and supporting Kansas State University athletics.