Introducing Sonas Financial Planning: A New Approach to Personalized Financial Guidance 00:10:00
Trevor joined Sonas Financial Group in May 2016. After spending many years working in a trust department for multiple, local banks, he is excited to be at a boutique, fee-only firm where he can truly focus on individual client’s needs. Trevor is passionate about helping clients understand their current financial situation, develop and clarify their financial goals and achieve those goals through the financial planning process. He helps individuals with all aspects of their financial lives, including retirement planning, investment management, college funding analysis and risk management.
