Trevor’s role with the firm is multi-faceted and includes IT, marketing, client services, bookkeeping and daily operations. He is the primary contact for help with your Client Portal questions.
Prior to joining the firm in 2021, Trevor worked in client relations for 17 years in the Behavioral Healthcare field. He’s transferred his strong background in caring for clients and helping them achieve their goals in life to the financial industry, and we couldn’t be happier to have him on our team!
Trevor has a son, Payton, that is currently attending UNL. In his spare time, he enjoys landscaping and DIY home projects. He's an avid gym visitor and loves fishkeeping and outdoor activities.