Trevor S. Seamons, MBA, CFP®
My Professional Background
I focus on all aspects of serving our clients by developing and implementing financial plans, supporting the investment management process, and working closely with senior advisors to help clients identify their personal and financial goals and set a course of action to help achieve them. Earlier in my career, I cultivated a client-centered approach to financial planning and investment advisory while working at the CPA firm Peterson Allred Jackson, PC where I assisted in designing and implementing investment plans for the firm’s clients and provided client service and operational support. I gained valuable exposure to the life insurance industry at the start of my career working for New York Life as a licensed life, health, and disability insurance agent.
My Wealth Management “Why”
I immerse myself in the lives of our clients, which enables me to provide in-depth, proactive, and highly personalized service to all our clients. I am a CERTIFIED FINANCIAL PLANNERTM professional.
My Personal “Living Fully”
I enjoy spending time with my wife and three children, volunteering with the Boy Scouts and golfing whenever time allows.