Ben may be a familiar face for those who have appointments at the Rochester office, being our second intern to officially join the team! Ben joined us initially in 2016 as a business intern, sitting in on meetings and learning the general workings of small business as well as the financial sector.
Trenary is currently in his final year of his bachelor's degree in financial planning, during which he is back with the Full Circle Team applying practical industry work to his collegiate understanding.
Trenary is now studying for his industry examinations as well as double-dipping his college studying time into his Master's degree, in financial planning.
His ambition for learning and his goals of serving his own clients with a quality-forward approach manifest in the care he takes with our clients. Currently apprenticing with Szablis Klee, Ben assists in assembling components of the financial plan for Szablis' review, as well as assisting our client service team in maintaining a quality client experience.