Trevor is a Managing Director and Co-Founder of Westshore Wealth. He is an experienced advisor who has provided exceptional service to clients for over 20 years in the financial services industry. Trevor takes pride in assisting high net worth clients with portfolio construction, financial planning, and asset management. He considers relieving his client’s stress related to complex financial decision making and personal wealth, his top priority. His prior work experience includes roles at RGT Wealth Advisors, Barclays, and AllianceBernstein. In addition to his primary job functions, Trevor is committed to supporting and improving the experience of all Westshore Wealth clients and team members.
Trevor is an alum and lifelong fan of the University of Florida where he earned a bachelor’s degree in Business Management. He is a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of both the CFA Society and Financial Planning Association of Dallas/Fort Worth. Trevor recently moved from Newport Beach with his wife, Lauren and their son, Benjamin, to Dallas where he leads Westshore Wealth’s Texas office.
It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
- Robert Kiyosaki