Trent Porter, CPA, CFP®
Founder, Financial Advisor
After repeatedly witnessing the ways in which family and friends had been taken advantage of by so-called “financial advisors,” Trent Porter wanted to make trustworthy and truly client-focused financial services a reality. So he founded Priority Financial Partners. Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and a certified life coach. Drawing upon this expertise, he enables clients to shape and transform their financial futures so they can focus on what’s most important in life.
Previously as a director and CCO at nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform. Together they eliminated commission-based biases and put clients’ interests first, an effort applauded by the Wall Street Journal. Prior to arriving at Veritat Advisors, Trent was an advisor with the prestigious J.F. Williams Co., in Denver, CO. He holds a master’s degree in accounting from Colorado State University and is a graduate of Florida State University’s financial planning program.
Trent makes regular media appearances and has been interviewed on NPR as well as co-hosted the Your Money show on Sirius XM radio. He offers extensive industry insight and personal finance expertise.
Trent is also passionate about collecting vinyl records, mountain biking, playing the guitar, hiking 14’ers and spending time with his wife Savannah, son Arlo and their unruly dog Louie.
Dr. Derek Lawson, CFP®
Partner, Financial Advisor
As a Certified Financial Planner™ and partner in the firm, Derek works to better serve our clients and help them enjoy what’s most important in their lives. In addition, he is an Assistant Professor of Personal Financial Planning at Kansas State University, teaching advanced financial planning courses to undergraduate and doctoral students.
He has an extensive background in the industry, having served as Secretary for the National FPA NexGen group, Treasurer of the Financial Therapy Association, and as the Social Media & Marketing Strategist for the National Association of Personal Financial Advisors Genesis group.
Derek’s doctoral research focuses on relationship dynamics, physiological stressors, financial therapy, behavioral finance and consumption decisions. His work has been published in the Journal of Financial Planning, Financial Services Review, the Journal of Financial Therapy, and the Journal of Financial Counseling and Planning, and he has co-authored a chapter on Money Scripts in the book Financial Therapy: Theory, Research, and Practice, as well as a chapter on property and casualty insurance in the CFP Board Financial Planning Competency Handbook (2nd ed.). He earned his Ph.D. in Personal Financial Planning and his M.S. in Family Studies and Human Services with an emphasis in Personal Financial Planning from Kansas State University.
When Derek isn't pursuing his passion of helping young professionals better understand the world of personal finance, he enjoys playing ice hockey and being outdoors with his wife, Ashley, and their two dogs. They are expecting their first child in February 2020!
Kristi Kearney, CPA
Director of Client Services
Kristi started working with Deloitte & Touche in Denver in 2009, and then moved to leading private equity firm Canyon Capital Partners in Los Angeles. Kristi has dedicated her full attention to pursuing her passion of helping people achieve their most important financial and life goals. Kristi demonstrates a genuine enthusiasm in applying her professional experience to bring organization, clarity, and confidence to our clients’ finances.
Kristi graduated with a double major in Finance and Accounting from Colorado State University. She continued her education to receive her Masters Degree in Accounting, and later obtained her designation as a Certified Public Accountant (CPA). Her and her husband, Brett, spend most of their free time chasing around their two young children, Benjamin and Michael. She also enjoys yoga, the outdoors, spending time with friends and family, traveling, and exploring new restaurants and good wine.