Trevor was attracted to the financial planning industry from a young age as he watched his grandfather run a financial institution for over 30 years. He saw firsthand the significant impact his grandfather had on his clients’ lives and felt inspired. While attending the University of Central Florida, Trevor joined Security Financial Management as an intern. Now he is a college graduate and one of our respected advisors.
Following in his grandfather’s footsteps, Trevor develops comprehensive financial plans with the goal of ensuring a stable and prosperous future, while reducing stress for his clients. He is committed to providing clients with peace of mind regarding their finances, life, and retirement.
Born and raised in the Orlando area, Trevor has witnessed the evolution of the city, which has contributed to his unique perspective not only of Orlando but also on financial planning and life in general. He believes that life's journey is about growth, forming connections, and elevating those around you.
When Trevor isn’t hard at work he enjoys spending time with his high school sweetheart, Nicole, and playing golf.