Trevor Fennessy, MBA, CFP®
Senior Planner, Wealth Management
Trevor uses his talent for reviewing financial goals and circumstances holistically to provide optimal and objective wealth management solutions for his clients. He works with families, corporate executives and business owners to help them achieve true financial wellness and peace of mind.
Known for his calm, approachable manner, excellent organizational skills and his ability to work closely and inclusively with his clients, Trevor’s expertise spans the full realm of financial matters from tax planning and preparation, inheritance and estate planning, charitable giving and philanthropy to comprehensive retirement planning and wealth preservation.