Trevor Parsons, Advisory Services Associate
Trevor is an ambitious and driven individual with a strong passion for helping people achieve financial confidence, allowing them to focus on what matters most in life—family, personal values, and their future. He approaches every client relationship with integrity, dedication, and an unwavering commitment to excellence.
He lives by the principle, "Whatever you do, work at it with all your heart," and that mindset is reflected in everything he does. As a former two-sport collegiate athlete, he developed the discipline, work ethic, and competitive drive that continue to define how he shows up for his clients every day.
Education & Certifications
Grand Canyon University -B.S in Financial Planning
Securities Industry Essentials, (SIE)
Out of the Office
Trevor stays active through basketball, golf, running, and weightlifting. He is deeply grateful for his family—two supportive parents and three younger siblings who have shaped the values he leads with. Trevor believes in living with purpose, and that balance between professional drive and personal fulfillment is not just a goal, but a standard he holds himself to daily.