Financial Health Specialist | ext. 228 | firstname.lastname@example.org
Trevor has been in the financial services industry for over two decades. Having worked for a number of banking institutions in numerous customer-facing roles, Trevor brings a vast amount of knowledge and experience to financial planning. Trevor earned his Certified Financial Planner® (CFP) designation in 2012 and uses his financial planning expertise to give every mortgage client their full financial picture and find the best product for their financial goals.