About
Trever
Trever helps affluent and emerging-wealth families achieve their financial goals and make a smooth transition to retirement. As a trusted advisor for complex ultra net-worth families, he finds work highly fulfilling, leveraging his 20+ years of financial services experience. As an intergenerational wealth advisor, Trever frequently navigates thoughtful conversations between clients and children about the responsibility of family wealth.
Prior to his role as a trusted family advisor, Trever worked in Ann Arbor, where he managed high net-worth and institutional relationships as an investment professional. Previously working at Comerica Bank, his focus was managing fixed-income portfolios in a sell-side role.
Trever is actively involved in the community, serving on the Junior Achievement of SE Michigan RAAB Board. Volunteering to inspire young people gain the skills they need to own their economic success, plan for their future, and succeed in the global economy.
Trever appreciates spending free time with his young family in the great outdoors. When he’s not plotting family adventures, he enjoys coaching kids’ hockey and mountain biking.
Education and Professional Milestones
-University of Michigan – master of business administration/master’s in finance; bachelor’s degree in economics
Trever helps affluent and emerging-wealth families achieve their financial goals and make a smooth transition to retirement. As a trusted advisor for complex ultra net-worth families, he finds work highly fulfilling, leveraging his 20+ years of financial services experience. As an intergenerational wealth advisor, Trever frequently navigates thoughtful conversations between clients and children about the responsibility of family wealth.
Prior to his role as a trusted family advisor, Trever worked in Ann Arbor, where he managed high net-worth and institutional relationships as an investment professional. Previously working at Comerica Bank, his focus was managing fixed-income portfolios in a sell-side role.
Trever is actively involved in the community, serving on the Junior Achievement of SE Michigan RAAB Board. Volunteering to inspire young people gain the skills they need to own their economic success, plan for their future, and succeed in the global economy.
Trever appreciates spending free time with his young family in the great outdoors. When he’s not plotting family adventures, he enjoys coaching kids’ hockey and mountain biking.
Education and Professional Milestones
-University of Michigan – master of business administration/master’s in finance; bachelor’s degree in economics