Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
Trevor grew up on a small farm in Michigan raising livestock and was a member of 4-H throughout childhood. He went to Michigan State University and received a bachelor's degree in finance. While in college he founded a fraternity and later became president of the organization.
His career started in equity research working with hedge funds that had at least $10B of assets under management. Two years later, Trevor transitioned to Goldman Sachs as a financial analyst working with executive level clients at Fortune 500 companies helping clients with their financial plan, managing their investments, and preparing their tax returns for two and a half years.
Trevor then moved to Texas in 2023 to work for Fisher Investments as a financial advisor for nearly 300 households and managed approximately $500mm before joining Peak American.
Trevor is currently an MBA student.
Outside of work he enjoys gardening, cooking, and traveling, as well as golf and shoot trapshooting.
Series 7 and Series 66 licensed. I also hold the SIE and Texas Life licenses.
At Peak American Financial, we honor time-tested traditions and remain committed to the careful stewardship of your wealth. Our guidance reflects a balanced respect for the proven methods of the past while embracing the principles that have long guided sound financial decision-making.
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