As a Private Wealth Advisor, Trevor helps clients bring clarity and purpose to their financial lives. He takes the time to understand each client’s unique circumstances, goals, and priorities, as well as the experiences that have shaped their financial journey. From there, he develops thoughtful, actionable strategies designed to simplify complex decisions and provide confidence at every stage of life—so clients can stay focused on what matters most: their families, careers, and lives beyond their finances.
Planning Specialty
Many of Trevor’s clients are in the mid-to-late stages of their careers and are navigating some of life’s biggest financial decisions—growing a family, receiving an inheritance, contemplating a job change, or stepping into a significant promotion. He helps them understand how those decisions impact each other and make choices that move them closer to their long-term goals.
Trevor serves a broad range of clients, including professionals in healthcare and technology, and families planning across generations. He excels in serving busy professionals and executives, particularly those navigating stock-based compensation. He helps them evaluate when and how to diversify, taking emotion out of the decision and considering their compensation within the context of their broader financial plan.
His Approach
Trevor is organized, responsive, and brings a calm, steady presence when markets or life circumstances create uncertainty. As the CFO of his clients’ financial lives, he provides perspective, coordination, and thoughtful oversight across the broader financial picture—helping clients connect the pieces and make decisions aligned with their goals and values.
Professional Background
Trevor began his career in the mortgage industry with Wells Fargo, underwriting loans in corporate relocation. In 2015, he became a financial planning analyst with Terrey Pine Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. The practice merged with Fathom Advisors in 2017, and Trevor became a financial advisor in 2019 before earning the Private Wealth Advisor title in 2026.
Education & Designations
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Behavioral Financial Advisor™ (BFA™)
- Bachelor of Arts in Economics — University of St. Thomas
Life Outside the Office
Trevor resides in Corcoran, Minnesota with his wife Vanessa and their sons, Jackson and Luca.
With two young children, much of Trevor’s time outside the office revolves around his family. He enjoys traveling, spending summers on the lake, and embracing Minnesota winters. He’s also an avid sports fan and enjoys hockey, baseball, and golf. As his sons grow, he looks forward to being involved in whatever activities they pursue.