Trevor joined SFG in May 2022 and has over 12 years of experience in the finance industry. He is a Certified Exit Planning Advisor, who specializes in investment account servicing, business succession planning and personal financial planning operations. Trevor graduated from Hobart College in 2014 where he played for the Hobart Statesmen football team. In his free time, Trevor enjoys rooting for Buffalo sports teams, spending time with friends and family, baking, reading, and going on walks with his dog, Murphy.
Licenses and Registrations:
- Certified Exit Planning Advisor (CEPA®)
- NASAA Series 65 (Investment Advisor Representative) Registration
- NASAA Series 63 (Uniform Securities Agent license) Registration
- FINRA Series 6 (Investment Company and Variable Contracts Rep) Registration
- FINRA Series 7 (General Securities Rep) Registration
- New York State Property & Casualty Insurance License
- New York State Life, Accident, and Health Insurance License
Education:
B.A. History & Media and Society, Hobart & William Smith Colleges, Geneva