“People helping people.”
This is Trevor’s personal professional motto and the reason he became a financial advisor.
Trevor has worked in the financial services industry for more than a decade prior to joining the Waypoint team in 2021, and his goal has always been to make an impact on the people and communities he serves.
However, he realizes this positive change is only possible when he listens before he acts and understands before he recommends.
Our process: Understand. Strategize. Review.
When you start working with Trevor, he makes it his priority to understand you and your situation—the good and the bad, past decisions and future goals. Then, once mutual trust is built, you can create a financial strategy centered on your values and moving toward your goals.
The final step in the financial process is review. Throughout the life of your financial strategy, your situation or priorities will change. When this happens, Trevor will help you adjust your strategy to your new circumstances and priorities, making sure your future is solid and supported.
- Series 7
- Series 66
- Life/Accident/Health Insurance
Trevor enjoys spending free time with his wife, watching movies or playing board games. They recently added a new member to the family, a German Shepherd puppy, who has been getting most of their attention! He also enjoys grilling, playing sports, camping, and bowling.
Trevor works on a team of four other advisors at Waypoint Wealth Group. They leverage a team approach to financial services to offer a multi-dimensional level to planning. As a team, they collaborate and use their different perspectives to help provide clarity for clients.
Working together, they are also able to offer a higher level of service to their clients. When you call Waypoint, someone will be available who understands your situation and can answer your questions.
Trevor is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 3597286/DOFU 5-2021