Overview
Trevor is a Wealth Advisor with CLA Wealth Advisors, LLC and has been a part of the CLA family since 2021. As a member of the wealth advisory team, Trevor provides comprehensive financial planning services with his focus in the areas of investment management, tax planning, estate/legacy planning, and risk management. He works closely with clients to understand their unique needs and tailor strategies that align with their long-term objectives. He is committed to delivering exceptional service and building lasting relationships based on trust and transparency.
Education
Trevor earned his Bachelor of Business Administration (BBA) in Finance-Financial Markets from the University of Minnesota Duluth.
Trevor Schmitz is a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds a FINRA Series 65 license.