As an Associate Financial Advisor, Trevor provides service to many of the firm’s long-standing clients by bringing expertise and a customized perspective to their complex lives. He is passionate about helping clients achieve confidence in their financial lives. After three years as a financial advisor with Wells Fargo in Bryan/College Station, Trevor was drawn to join Jaykay Wealth Advisors for many of the same reasons families choose them as their advisors. He wanted to be able to provide personalized financial services with an interpersonal touch and connection that is not available at many other firms.
Trevor provides this personalized service by taking the time to understand his client’s goals and priorities and implementing a holistic approach to serving clients on their wealth management needs. In addition, his role has evolved to managing the due diligence and investment management process with Jay and Anasuya.
Trevor is a Registered Representative for LPL Financial, and has passed the General Securities Representative Exam and Uniform Combined State Law Exam. He is also licensed to sell life insurance in Texas. He is currently working towards the Chartered Financial Analyst designation, having successfully completed Level 1 of three levels. He attended Texas A&M University where he graduated with honors with a degree in Agricultural Economics and a minor in Financial Planning.
Trevor grew up in Nacogdoches, Texas where he met his wife, Erin. Out of the office, Trevor enjoys time with Erin, a high school science teacher, their daughter Olivia, and their three dogs (two yellow labs and a rescue). Trevor has been an active member in the community through Texas Lions Club.