Trevor brings analytical rigor and a research-driven mindset to portfolio strategy and trade execution at Planning Alternatives. With a background spanning public and private markets, he focuses on investment evaluation, due diligence, and the kind of careful, long-term thinking that supports our clients' broader financial goals. Trevor also works at the intersection of investing and technology, applying AI, Python, and quantitative methods to inform decisions and help sharpen portfolio strategy.

Before joining Planning Alternatives, Trevor spent five years building a foundation in financial planning and investment analysis. He started his career working with mutual funds and ETFs, gained hands-on experience managing in-house equity portfolios, and most recently supported a single-family office. In that role, he focused on portfolio strategy, investment evaluation, and due diligence across private equity, hedge funds, real assets, and other alternative investments, with an emphasis on long-term, strategic capital deployment.

Trevor graduated Magna Cum Laude from Eastern Michigan University, where he made the Dean's List multiple semesters. He is currently pursuing his CFA designation.

What is my “why”?

I've always been deeply curious and research-driven, and what motivates me most is being able to translate my knowledge into thoughtful investment decisions that create real, long-term value for clients. The combination of intellectual rigor, responsibility, and meaningful impact is what makes this work truly fulfilling.

Memorable client moment

I worked with a client who prioritized long-term security and personal values over maximizing returns. Designing a strategy aligned with what mattered most to them was both meaningful and gratifying, and I appreciated the opportunity to support goals that extended beyond performance metrics.

To me, true wealth means

The freedom to pursue what matters most: passion, presence, and purpose, supported by smart, intentional investing.