Trevor studied Economics with emphasis in Finance and Mathematics at the University of Wisconsin-Madison. His professional passion is assisting clients through the complexities of the financial markets and tax code in pursuit of their financial goals. Trevor has been working alongside his other two firm partners, Rob Hatch and Dave Hatz, since 2018 when he began his career in financial services. He looks forward to growing alongside his valued clients for many years to come.
In his time away from the office Trevor enjoys traveling, golfing and spending time with family. His favorite book is The Intelligent Investor by Benjamin Graham and his favorite film is The Pursuit of Happiness. Currently, Trevor is accepting new clients on a limited basis. Click the link below to schedule a complimentary (in-person or virtual) financial consultation/review with him.
Trevor is registered with Osaic Wealth. Trevor is Series 7, Series 66, and Life Insurance and Variable Annuity licensed. Trevor holds securities licenses in the following states: WI, AZ, CO, FL, IL, MN, NC, TX, VA