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Trevor Thompson

Trevor Thompson

Operations Specialist

Trevor oversees the firm’s technology operations to ensure we grow with the demands of today’s digital age while keeping client data safe and secure. He is the primary contact for help with your Client Portal questions.  In addition, he assists with client service requests and day-to-day operations of the firm.

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, who is currently attending UNL.  Outside of the office, he enjoys exercising and working on his yard and pond.