Trevor serves as a consultant and co-fiduciary to corporate contribution retirement plans. He began his career with Lincoln Financial Group in 1995 after earning his Finance degree from Florida State University. He later joined Montoya & Associates, where he successfully grew the retirement plan practice and was named Partner.

With 18 years of professional experience, Trevor and the BKS Retirement team take great pride in being an integral part of the success of your companies’ retirement plan. From working with corporations, and government entities to nonprofit organizations Trevor looks to help drive participant engagement and retirement readiness for his clients.

With extensive experience advising 401(k) and 403(b) plans Trevor works to understand his clients individual situations and goals thoroughly. Taking the necessary time and diligence to develop a plan that focuses on design, governance, benchmarking, and compliance.

Beyond ERISA, Trevor specializes in life insurance, income protection, and nonqualified
deferred compensation plans. To stay up to date on regulatory trends and tax law changes Trevor is a member of the Financial Planning Association and the Financial Service Institute. As well as a Certified Financial Planner, Trevor is dedicated to his commitment to delivering the best-in-practice industry knowledge he believes he owes his clients.

Outside of work, Trevor enjoys spending time outdoors doing his favorite activities like jogging and hiking (preferably in the mountains). He is also an active member of Hodges Blvd. Presbyterian Church and with both his kids in college, Trevor and Becky are empty nesters.

SPECIALIZATION:

Defined Contribution Retirement Plans

Cash Balance Plans

Nonqualified Deferred Compensation Plans

Life Insurance

Executive Retirement Planning

Private wealth management