Once my professional sports career ended early on (as in "never happened!"), I knew that I had a desire to work relationally with people. I have a passion for meeting people where they are in life and partnering alongside them, while at the same time discussing sensitive topics. For many, finances can be one of the most difficult subjects to consult about openly and honestly. It is also one of the most important facets of our lives.
I was born and raised an Oregon boy. Originally from central Oregon, I had the opportunity to join "valley life" as a teenager. I was smitten by the changing seasons, babbling rivers and forests full of adventure. My university years were spent studying business management and finance at Grand Canyon University. I was blessed to graduate summa cum laude and started the Edward Jones opportunity shortly after graduation. I have never looked back.
I had the unbelievable opportunity to marry the love of my life in August 2018. We got involved in our church, Northwest Hills Community Church, soon after we tied the knot. Our time is spent with our community group at church, fishing and hiking when we can, and travelling as much as life permits.
Our newest journey was started on May 25, 2020, when our baby girl was born. Lois Ophelia Bulman is now the third member of our new family.
My goal in our office is to create an atmosphere where people can come and discuss both their most challenging times and their most rewarding times. I will work through those life events, good or bad, to create financial strategies that fit your needs and wants throughout your life.
Our office is centered on building strategies with several different focuses:
– Educational planning (yourself or loved ones)
– Preparing for the unexpected
– Preparing for retirement (business or individual)
– Living in retirement
– Estate consideration
My office assistant, Kristi, and I will work to provide you the service that you desire and deserve.
- Socially Conscious Investing
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
Office Address1803 NW Kings Blvd
Corvallis, OR 97330
Phone NumberTrevor D Bulman at (541) 257-1148
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