Introduction

Trevor began his career as a Financial Planner after earning his B.S. from North Carolina State University in 2013. Thereafter, he pursued the Certified Financial Planner® (CFP®) coursework through Duke University. In the years that followed, he has become a subject matter expert in helping people become best educated, organized, and prepared for retirement. In addition to providing ongoing support to his clients, Trevor teaches various financial planning courses to adult learners at several universities across the state of North Carolina. He is also the host of the "Retirement With and On Purpose" podcast, a show designed to help people thrive both financially and emotionally in retirement.

With a strong commitment to health & wellness, Trevor participates in a number of running and triathlon races throughout the year. He and his wife, Heather, and their daughter reside in Raleigh, North Carolina, and enjoy traveling, visiting museums, and trying new restaurants together.