Trenton McCallie joined True North Advisors in May of 2021 as an Associate Wealth Manager. In this role, he supports one of our Senior Wealth Managers with the delivery of wealth advisory services for our clients, and he serves as a point of contact for clients’ financial planning needs.
Before working at True North, Trenton previously worked at Quest Capital Management as a Paraplanner in Dallas, Texas, where he handled client meeting preparation, account servicing, and producing and updating financial plans. Prior to Quest, Trenton worked at United Capital where he was responsible for client account management and producing financial planning deliverables for clients located around the country.
Trenton graduated from Texas A&M University with a Bachelor of Science in Agricultural Economics, with minors in Business and Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™.
In his free time, Trenton enjoys being outdoors with his wife, Christina, as well as reading, studying the Bible, and spending time with friends.