Portfolio Allocation & Trading Assistant
Prior to joining Personal Wealth Partners, Trevor was in the banking and
logistics industries for several years and served in the Minnesota Army
National Guard for 6 years.
Trevor attended college at the University of North Dakota where he earned
his Bachelor of Science in Investments and a Minor in Economics. He then
went on to earn his Master of Science in Finance at the University of
Minnesota - Carlson School of Management. In addition, he also holds the
FINRA/NASAA Series 7 and 66 Licenses with LPL Financial.
Trevor spends his free time with family and friends. He enjoys hiking,
traveling, playing sports, and cheering on his favorite sports teams from
home. He also loves to be out on the lake during our beautiful Minnesota