"I believe we will be judged by the quality of questions we ask. I like to start a conversation with "What keeps you up at night?" It brings me great joy to help solve the complexities my clients face."
Providing a collaborative approach to wealth preservation and growth, Trevor finds effective solutions for high-net-worth individuals and families. His 12-year contribution to Oppenheimer & Co. Inc. supported a select group of professional advisory and accounting firms, helping them build a successful wealth management business. To complement his extensive market experience, Trevor’s unique upbringing in South America influences his global investment perspective today.
Trevor earned a B.A. in Business Administration (Finance) from Seattle Pacific University. He holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at University of Pennsylvania.
Loyal to his background overseas, Trevor returns the investment by equipping entrepreneurs in developing countries. Serving on the board of Agora Enterprises, Trevor collaborates on the mission to enhance the prosperity of under-developed areas by establishing businesses and inspiring the community with much-needed jobs. As an artist, he loves interpreting and putting to canvas his travels with his wife and three children.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
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