Trevor has nearly a decade of industry experience customizing financial plans for clients, utilizing investment and insurance solutions and supervising hundreds of financial advisors at some of the largest financial firms in the country. He holds a Series 65 license and is an Investment Advisor Representative. He also has Life and Health insurance licenses. Trevor has completed additional training to obtain the Certified Financial Fiduciary (CFF) designation. This designation ensures Trevor agrees to abide by the Code of Conduct set forth by the National Association of Certified Financial Fiduciaries and the Fiduciary pledge of "Good faith, Care and Loyalty to Our Clients Best Interests" He is also a licensed National Social Security Advisor. The knowledge obtained through NSSA® Certificate Program, in conjunction with adherence to the NSSA® standards of excellence, continuing education and access to ongoing support, enables those who earn the Certificate to perpetually stay at the top of their game for Social Security consulting. The NSSA® certificate program is a nationally recognized standard of competent and ethical Social Security planning, education and training.