Trevor S. Seamons, MBA, CFP^®

Advisor

My Professional Background

I have over 20 years of experience working with individuals and families helping them achieve their financial goals. I enjoy partnering with those I serve to break down complex financial situations and provide clients with information and understanding to make sound financial decisions. I am humbled and honored to serve as a trusted advisor to help clients navigate through the challenges and successes of their financial lives. I hold the CERTIFIED FINANCIAL PLANNER^™ designation and have an M.B.A. from Utah State University in Logan, UT.

My Wealth Management “Why”

I have always had a passion for problem solving and fixing things. Whether it was taking apart a VHS Player with my grandpa or crawling through complex integrals in calculus class, I have always loved finding solutions. Working with clients to help them solve financial challenges big and small and seeing the joy they experience when success is achieved feeds my soul.

My Personal “Living Fully”

I grew up in northern Utah. My wife, Kari and I moved to the Pacific Northwest in 2007 and have fallen in love with the beauty and adventure that exists around every corner. We have two daughters, one son and our family dog that thinks she is human. In my personal time, I enjoy hanging out with family, hiking, snow shoeing and golfing.

My Heart for Impact

I believe service and selfless giving strengthens those we serve, makes us better humans and brightens the world around us. I enjoy volunteering with the local parent-run robotics club and coaching my son’s robotics team. I am also an active participant and volunteer in our local church.