Trevor joined our team Summer of 2023 and is currently in the process of completing the Series 7 to begin working directly with clients. He believes that the best financial planners develop strong, trusting relationships with their clients to create comprehensive plans that fit each individual's needs through consistent and clear communication. He was a student-athlete at Springfield College in Massachusetts, graduating with Business Management and Finance degrees. Trevor works and resides in Santa Barbara, CA with his wife Hannah, and their son Archer.