Trevor joined us in 2020 after graduating from Davenport University with a Bachelor of Business Administration in Finance. Trevor has his Series 7 and 66 securities registrations, as well as Annuities and Life & Health Insurance licenses allowing him to provide a wide range of investment solutions to his clients.
As an Investment Adviser Representative, Trevor assists people in developing investment strategies to pursue their financial goals. Trevor began his education focused on accounting but soon realized he wanted a more relationship-based career. He loves walking through each step of the investment planning process with clients and helping to relieve stress that often comes with finances.
Trevor was born and raised in Hudsonville where he now lives with his wife, Caitlyn. When he’s not working, he spends most of his time outdoors where he enjoys golfing, fishing, snowmobiling, and spending time with friends and family.