Meet the Team
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 client to shape and transform their financial futures so they can focus on what’s most important in life.
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 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, and hiking 14’ers with his wife and their unruly dog Louie.
Derek Lawson, CFP®
Associate Financial Advisor
As part of the Priority Financial Partners team, Derek works to better serve clients and help them enjoy what’s most important in their lives. Derek is also passionate about helping young professionals better understand the world of personal finance.
Derek is an Associate Financial Advisor and currently finishing his PhD in Personal Financial Planning at Kansas State University. He has an extensive background in the industry, having served as Secretary for the National FPA NexGen group, and Social Media & Marketing Strategist for the National Association of Personal Financial Advisors Genesis group. He is currently Treasurer of the Financial Therapy Association.
Derek’s doctoral research focuses on relationship dynamics, physiological stressors, financial therapy, behavioral finance and consumption decisions with a primary focus on young adults in their mid-twenties and thirties. His work has been published in the Journal of Financial Planning, Financial Services Review, Journal of Financial Therapy, 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 B.B.A. in Finance from the University of Iowa and his M.S. in Family Studies and Human Services with an emphasis in Personal Financial Planning from Kansas State University.
In his spare time, he enjoys playing ice hockey and being outdoors with his wife Ashley and their two dogs. He also is actively involved in furthering the financial planning profession through social media.