Trent Lakes is currently an Investments and Planning Strategist at Ballast, having initially joined the firm as a Paraplanner. He graduated from the University of Kentucky in 2022, earning degrees in Accounting, Finance, and Management. Trent utilizes his educational background and professional experience to provide substantial value to Ballast and its clients.

In his role, he supports financial advisors by conducting thorough research, analyzing client data, and creating comprehensive financial plans. His enthusiasm for the industry and attention to detail ensure that our clients receive personalized and effective solutions tailored to their unique needs. By collaborating closely with the advisory team, he enhances the overall client experience and contributes to the firm’s success and reputation in financial planning.

Trent has obtained his Series 65 license and became a CERTIFIED FINANCIAL PLANNER® practitioner in 2026.

A native of Kentucky, Trent was born and raised in Richmond. Outside the office, he serves as head coach of the swim and dive team at Lafayette High School and has coached the swim and dive team at Idle Hour Country Club since 2019. When he’s not working, you can find him playing golf, spending time with friends and family, or cheering on the Wildcats as they bring home victories.