My family and I are grateful to be able to live in Montrose while helping and participating in our community. My wife's family has had four generations here in Montrose. We have become true Montrovians in our 21st year here. My educational background is business with a little focus on music as well. I worked at Invesco mutual funds in Denver prior to joining Edward Jones 20 years ago.

I am very impressed with the level of community involvement here in Montrose. I became deeply involved, myself, early on. I have been a part of several civic organizations. I served a term on the Chamber of Commerce board, participated in countless elementary, middle and high school volunteer efforts and served on the Youth Appreciation Day board. I am deeply and passionately involved with Community Options INC. as a board member. At Community Options, we assist, transport and house our developmentally disabled community members. These are people, families and community members who need our assistance, and I am proud to serve them.

I am proud of the work I do as an Edward Jones financial advisor. I assist my clients and help protect their goals with time tested, established financial strategies. Each financial strategy is tailored to each individual investor. My goal is to understand your goals in life, understand what we have to work with and connect the dots with as little risk as possible.

I would invite anyone to sit and have a conversation with me. The only cost would be your time.

Thank you, Trevor

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Music
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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