Investment Advisor Representative
1003 N. Main
Columbia, IL 62236
A passion for meeting new individuals and positively impacting their lives motivates Trevor in his work as a financial advisor. He believes that understanding the various details of one’s life provides clarity and direction when creating and implementing individualized financial plans.
When it comes to helping clients work toward their goals, Trevor analyzes the big picture and places a focus on plans for both the present and future. Although planning ahead may seem daunting to most, he works diligently to make his clients’ experiences as efficient and seamless as possible.
Prior to joining Triada Advisors, Trevor worked as a financial representative for Synergy Wealth Solutions. A graduate of Monmouth College, he holds a bachelor’s degree in business administration and economics.
Currently residing in Waterloo, Illinois, Trevor spends much of his free time fishing, coaching basketball, and playing baseball in the summer. When he’s not playing sports, you can find him spending quality time with family.