Meet the Team

Trent W. Oki, CFP®, MBA

Board Member

Occupation: Financial Advisor | Edward Jones

I grew up in Southwestern Idaho, playing baseball and showing horses. I attended Lewis-Clark State College in Northern Idaho and received a BS in Criminal Justice/Psychology. While in college I volunteered for the Boys and Girls Club of the Lewis-Clark Valley in their sports programs and Christmas Tree recycling fundraising. I briefly worked for The Boys and Girls Club of Champaign-Urbana as a Unit Director for a Satellite Club in Mahomet, IL. I have always had high affection for the Boys and Girls Club as an organization.

I have lived and worked in Central Oregon for over 15 years and take part in all the outdoor recreation available. I enjoy golfing, hiking, running, swimming, and biking in the summer. In the winter, I down-hill, cross country, and skate ski. I love working on classic cars or doing DIY projects around the house when I am not outdoors. I believe in a healthy work-life balance.  I have a 8-year-old son who keeps me entertained and follows me everywhere I go.

I have twelve years in the Financial Services industry and over six years helping clients reach their personal and financial goals. In 2024 I obtained the CFP® designation. In addition, I am a graduate of Concordia University in Portland, Oregon, with a Master in Business Administration (MBA). This combination of education and experience has given me a unique perspective when working with my individual and business clients. I am passionate about my clients and work to develop lifelong relationships.

I am excited to volunteer for such a fantastic organization that aligns with my values and services to the community I love.


Meet the Team