As a CERTIFIED FINANCIAL PLANNER® professional, Trevor strives to help clients use their resources to live the life they envision. He is committed to putting the client first and always seeks to understand what is most important to them. Trevor is particularly adept at coming alongside the client to develop a roadmap to accomplish their financial objectives.
Trevor began his career in the paper chemicals industry, spending 11 years in various roles with Vinings Industries and Kemira Chemicals. In 2005, he decided to pursue his passion for financial planning in order to make a material difference in people’s lives. He began his financial services career with AG Edwards and Sons, and subsequently a large local wealth management firm. Trevor joined Consolidated Planning Corporation in 2017 with a focus on providing wealth planning expertise.
Trevor earned his Bachelor of Science degree from North Carolina State University and is an avid Wolfpack sports fan. He completed two marathons. And when he’s away from the office, Trevor enjoys golf, shooting hoops and wrestling with his three kids.
As a CERTIFIED FINANCIAL PLANNER® professional, Trevor strives to help clients use their resources to live the life they envision. He is committed to putting the client first and always seeks to understand what is most important to them. Trevor is particularly adept at coming alongside the client to develop a roadmap to accomplish their financial objectives.
Trevor began his career in the paper chemicals industry, spending 11 years in various roles with Vinings Industries and Kemira Chemicals. In 2005, he decided to pursue his passion for financial planning in order to make a material difference in people’s lives. He began his financial services career with AG Edwards and Sons, and subsequently a large local wealth management firm. Trevor joined Consolidated Planning Corporation in 2017 with a focus on providing wealth planning expertise.
Trevor earned his Bachelor of Science degree from North Carolina State University and is an avid Wolfpack sports fan. He completed two marathons. And when he’s away from the office, Trevor enjoys golf, shooting hoops and wrestling with his three kids.
CFP ® | Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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