Trevor is a Financial Consultant, providing individuals with service and advice on retirement, insurance and accumulation strategies.  As a resident of Midlothian since 1981, Trevor has lived the changes within our communities and its families.  Recognizing this value, he and his wife, Annette, raise their children here in the same neighborhoods they grew up in.  Trevor is guided by the truths and convictions of Christian faith, his family, and sound financial planning strategies.

Academically, Trevor received his degree in Business Finance from the University of Montevallo in Alabama. It was in this small, liberal arts college town that he began serving the local residents and discovered the value and importance for real, relational, and relevant financial advice for our families and businesses.   

Trevor has been serving the Richmond community in the financial services industry since 2000 and stays ahead of his field by regularly attending industry training and certification programs.  Trevor has completed the curriculum and exams to hold the Series 7, Series 66, Life and Health insurance licenses.  Trevor has also been awarded the title of Retirement Planning Specialist, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business.   This certification uniquely qualifies Trevor on the needs, strategies and implications that Social Security, Medicare, Pensions and other retirement topics present for those at retirement.  

In a partnership with his family’s accounting and tax firm, Trevor’s clients receive unique service and advice in accomplishing their goals and building strategies for the future.   Individuals and small business owners can expect to receive ideas and strategies that are tax-sensitive, reduce unnecessary risks, and provide expected and measurable results.  He can uncover future needs together with your unique goals and, as an Investment Advisory Representative of AXA Advisors, can recommend the appropriate products and services for your personalized strategy. 

Trevor expresses this best in his words, stating: “We are stewards of all that we have and will receive in life.  Meaning, we are accountable for the way we manage what we have been given.  My responsibility to you, is to create and advise on appropriate financial solutions that will be productive and efficient for you and your family to that end.” 

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