Helping to Build and Preserve Wealth
Trevor joined The Bulfinch Group in June 2026 and works closely with individuals, families, and young professionals to help them develop and achieve their short-, mid-, and long-term financial goals. Understanding that every client's situation is unique, Trevor is committed to providing personalized guidance and helping clients gain confidence and clarity in their financial lives.
His mission is to help others build a strong financial foundation, make informed decisions, and create a path toward the future they envision. By developing organized and thoughtful financial strategies, Trevor helps clients stay focused on what matters most to them while working toward their financial objectives.
A graduate of Rutgers University with a Bachelor of Science in Biology, Trevor spent 13 years at Angell Animal Medical Center, where he developed a deep appreciation for building meaningful relationships and helping others through important life decisions. His love for animals remains a big part of who he is today, along with his passion for running, reading, movies, and spending time with his two cats. These experiences shape the thoughtful, client-focused approach he brings to helping individuals and families pursue their financial goals.
Trevor currently resides in Norwood and is passionate about supporting and caring for animals. Outside of the office, he enjoys staying active through running, getting lost in a good book, and catching the latest movies. He also loves spending time with his two cats, who keep life entertaining.
Agent of The Bulfinch Group, LLC, an agency of The Guardian Life Insurance Company of America®, (Guardian), New York, NY.