Trevor has over 15 years of experience in the financial services industry. As Director of Operations, Trevor manages all aspects of Sax Wealth Advisors operational platforms to identify opportunities to scale and systematize processes ensuring capacity for the firm’s continued growth. In addition, Trevor will also oversee the firm’s Compliance, Information Technology, Performance Reporting, Client Service, and CRM efforts.
Trevor received his Bachelors of Science Degree from Marist College and his MBA from Rutgers Business School.
In his spare time, he enjoys spending time with his wife, two children, and their dog Charlie.