“Play long term games with long term people.” - Naval Ravikant
Trevor is from Hardyville, Kentucky. He graduated from Western Kentucky University in 2013 with a double major in corporate finance and financial planning, with a minor in entrepreneurship. Trevor has lived in Bowling Green, Kentucky, since entering college and considers it home. Trevor has obtained his AAMS® (Accredited Asset Management Specialist) designation, which allows him to help families across Southcentral Kentucky and abroad build comprehensive financial plans that are tailored to their lifestyle, values and goals. Outside of the office, he enjoys spending time with his family, hunting, fishing and camping.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.