About Us
Hi, I'm Trevor
If you're looking for a financial planner who will show up in a suit and tie and use finance jargon that you don't understand, then I'm probably not your guy. On the other hand, if you're looking for someone who is down to earth that will use time tested financial strategies combined with the best technology available, then we could be a
If you're looking for a financial planner who will show up in a suit and tie and use finance jargon that you don't understand, then I'm probably not your guy. On the other hand, if you're looking for someone who is down to earth that will use time tested financial strategies combined with the best technology available, then we could be a great match!
With a finance degree from Lewis University and an MBA from Northern Illinois University earned through night classes while working full-time, I bring a wealth of experience from working in finance at two Fortune 500 companies and also running my own business.
My goal is to work closely with you to create a financial plan that you not only understand but are excited about. As an independent advisor, I offer a wide range of investment options without any pressure. I’m here to meet with you as often or as little as you need, ensuring you feel confident and that all of your questions are answered.
