A Proactive Team for Your Financial Clarity
Each member of the Mossy Creek Wealth team is committed to using our unique perspectives to help bring clarity to the wealth management strategies we create for you. We want to help you look toward the future and bring clarity to the financial goals you have for the short- and long-term. We’ve seen the effects that poor planning has had which is why it is our mission to bring clarity, define action, and help you execute strategies to help you stay in control of your life’s outcomes.
Trent Byerly
CEO & Wealth Manager
Call: 540-248-4343
Text: 540-534-0555
Email: trent@mcreekwealth.com
Trent Byerly, CEO & Wealth Manager at Mossy Creek Wealth, has been helping clients manage their wealth for 24 years. Trent began his career with a planning firm in Richmond, VA and in 2005 he founded his own firm in order to provide his clients true independent advice coupled with his passion to deliver the highest level of service.
Bobby Hart
Wealth Advisor
Call: 540-248-4343
Text: 540-502-4544
Email: bobby@mcreekwealth.com
Originally from Kentucky, Bobby moved to Richmond in 2009 and has been living in the Shenandoah Valley area since 2018. Bobby grew up an athlete and has developed a lifetime passion for sports, especially baseball. In his free time, you can expect to find Bobby out on the water fishing or in the woods hunting with his bow during season. Bobby values personal fitness and is often engaged in new books seeking knowledge and continuous personal improvement.
Coleman Zwanzig
Client Services Associate
Call: 540-248-4343
Email: coleman@mcreekwealth.com
A graduate of Virginia Military Institute (VMI) and former Logistics Officer in the United States Marine Corp, Coleman’s impeccable attention to detail, strong organizational skills, and perpetual drive for excellence, make him a valuable member of our team here at Mossy Creek Wealth. He works on the operations side of the business, handling accounts, analyzing data, ensuring records are compliant and facilitating a smooth relay of information and paperwork.
