You could say financial planning runs in Trevor’s blood. His father, Jake, has been in the business for over two decades and Trevor has been interested in numbers his whole life.
Beyond his love of numbers, Trevor is driven to help clients gain the knowledge they need to understand their financial options. He is passionate about helping individuals increase their financial literacy and understand how to manage their finances. He’s committed to offering personalized support and strategies both approaching and throughout their retirement.
Trevor graduated from Texas State University with a bachelor’s degree in business finance and has built a career delivering exceptional customer service in various industries. He holds his life, health and accident insurance license, and looks forward to spending his career helping individuals and families with their finances.
Trevor lives in Bulverde, Texas, with his wife, GeorgeAnna, and their rescue dog, Millie. He spends his free time waterskiing, spending time with family and traveling. He also enjoys working with his hands as he and GeorgeAnna renovate their home.