Joining Precision Wealth Strategies in May of 2020, Trevor brings his experience in tax valuations for international restructuring purposes, valuations of intangible assets for purchase price allocations, valuations of business enterprise for purpose of goodwill impairment testing and pricing analyses for potential transactions to our team of financial advisors. Prior to joining Precision Wealth Strategies, Trevor spent 3 years at KPMG, a multinational professional services firm. Trevor currently holds his FINRA Series 65 securities license.
A devoted Missouri Tiger fan, Trevor graduated Cum Laude in 2017 from the University of Missouri with an emphasis in Finance and Banking. When not in the office he can be found spending time with family and friends, traveling, playing golf or cheering on his favorite teams: Mizzou Tigers, New York Yankees and the St. Louis Blues.
MIZZOU FOOTBALL GAMES ATTENDED
Quick Stats
If you could have any celebrity client, who would it be and why?
Tiger Woods. Would love to work together with one of the greatest competitors of all time. It would be awesome to learn from his intensity and focus.
Words You Live By
“Success is not final, failure is not fatal: it is the courage to continue that counts.” Winston Churchill