ROI Team

Trevor sees wealth-building as a lifelong process, from just starting out through retirement and estate planning. Throughout these life stages, Trevor reminds his clients that their “why” matters. Trevor helps each client grow with purpose, designing wealth and defining freedom on their own terms. Trevor loves working with individuals and families across all life-stages, including many small- to mid-sized business owners. He designs plans specific to each client’s situation with a special emphasis on tax efficiency. “For most of us, wealth doesn’t just come by accident,” says Trevor. “Instead, it’s built over time by developing a plan and having the discipline to stick to it. In working with clients, my goal is to make this a less daunting task by tying the plan back to what’s most important to them, and by showing them they have the whole ROI team to support them along their journey.