Values: Belief, Relationships, Health, Service, Meaningful Work
Trevor is the newest member of our team. He has been working along side advisors who are working with families and business owners as they create holistic plans that align with their values. His passion for financial planning stems from his ability to blend his strategic thinking with his love for coaching. As a former college student-athlete and 2x national champion, he understands the work and attention to detail required to reach one's potential.
Trevor grew up in a small family business and has professional experience ranging from startups to Fortune 500 companies. He earned his Business Management and Finance degree from Springfield College in Massachusetts. Trevor works and resides in Chicago with his wife Hannah, their son Archer, and daughter Tatum.