CPA, CFP®, CEPA
Trevor built his career on a foundation of tax and accounting, earning his CPA license while preparing returns for high-net-worth families and small business owners, and completing graduate coursework in taxation at Golden Gate University. From there, he joined the finance team at Glassdoor, the startup later acquired for more than a billion dollars.
He's active in the Bay Area's philanthropic and referral communities, including Advisors in Philanthropy's Bay Area chapter and BNI Business By Referral in Lafayette.
Designations
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- Certified Exit Planning Advisor (CEPA®)
- BS Business Administration & Accounting, Sonoma State University