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Trent Maus
Director, Relationship Management at Oxford Financial Group, Ltd.
Trent Maus is a seasoned professional in the financial services industry, currently serving as the Vice President and Senior Client Service Manager at JPMorgan Chase & Co. He has an extensive background in client management, having previously held the position of Director of Relationship Management at Oxford Financial Group, Ltd. During his tenure at Oxford, he played a pivotal role in managing approximately $23.5 billion in assets under advisement, providing estate planning advice and investment solutions to a diverse clientele, including over 700 family and institutional clients across 37 states.
Maus's career includes various roles at J.P. Morgan Private Bank, where he developed his expertise in client service and financial planning. His efforts contributed to Oxford Financial Group's recognition as the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for five consecutive years, further establishing his reputation as a trusted advisor in the financial sector.