Trevor joined SFG in May 2022 with 8 years of experience in the finance industry. Trevor specializes in investment account services, SIMPLE IRA plan administration, and financial planning. 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.
Credentials:
- AAMS: Accredited Asset Management Specialist
- 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