With over 15 years of experience in corporate accounting and finance and credentials as a licensed CPA, Trevor blends technical expertise with a heart for teaching and client empowerment. He’s taught college-level accounting and facilitated Financial Peace University through his church—experiences that highlight his deep commitment to financial literacy as a path to both personal and professional growth.
Whether guiding consulting clients through complex financial decisions or coaching individuals toward long-term financial clarity, Trevor’s passion shines through in every interaction. Originally from Missouri, he brings grounded insight and a methodical approach to his work, shaped by years of experience and a sincere desire to help others thrive.
Outside of work, he’s an avid reader of personal finance and investing literature, always sharpening his knowledge to better serve his clients and family. He’s also a dedicated husband and father of two young kids. When he’s not deep in spreadsheets or refining business plans, you’ll find him on a mountain bike trail, exploring new corners of the world, or unwinding by the beach.
What is a Financial Coach?
A financial coach works with clients one-on-one or group settings in order to complete goals based on individual needs and values of the client. Also sometimes referred to as a money coach, a coach is trained in areas of debt elimination, dealing with collectors, avoiding bankruptcy, managing day to day finances, saving and planning for large purchases, building wealth and making sure clients are set up for success in protecting themselves and their loved ones. Financial coaching is confidential and is a judgement free zone where clients can address both current and upcoming financial issues and concerns in their lives.
As your coach, we focus on improving long term behaviors to create lasting results, facilitate decision making and improving financial situations. We will first create a customized plan according to your values, dreams and goals. We then provide you the tools and guidance to carry out that plan, become financially free and move onto the wealth building process.
Coaches DO NOT handle investments or insurance directly. Rather, we have surrounded ourselves by teams of experts who we trust and will refer clients to once they're in need of those people in their corner.