As Chief Technology Officer, Trevor leads the firm’s technology strategy, overseeing the development and execution of initiatives that support operational excellence, advisor effectiveness, and an elevated client experience. He is responsible for the firm’s technology roadmap, budgeting, and long-term planning, with a focus on aligning technology investments with the firm’s strategic priorities.  

With more than a decade of experience in advisory-focused roles, Trevor brings a practical understanding of advisor workflows, client needs, and operational best practices. He works closely with advisors and the executive leadership team to identify opportunities where technology can improve efficiency, strengthen collaboration, and enhance the delivery of personalized financial guidance. 

Trevor is particularly focused on leveraging technology to deepen relationship intelligence across the firm, enabling more informed decision-making and more meaningful client engagement. His leadership helps drive productivity, consistency, and scalability, supporting the firm’s ability to deliver advice with clarity, confidence, and purpose. 

Trevor lives in Copley, Ohio, with his wife and children. Outside of work, he enjoys spending time with his family and friends, traveling, and sports. He is actively involved in the community and volunteers with several local organizations, including the Copley Athletic Association and Fairlawn Lutheran Church.