Trevor Scheid recently joined Tarbox as a wealth planner, where he helps deliver integrated solutions to clients’ complex wealth issues and enjoys serving as a trusted resource.
Prior to his role at Tarbox, Trevor was a Senior Client Associate at Versant Capital Management, where he supported lead advisors in the financial planning process. His prior work experience includes customer service in several industries, including working as a property management intern, and operating a lumberyard forklift. Whatever he undertakes, he brings enthusiasm and the goal of improving existing processes.
Trevor is a CERTIFIED FINANCIAL PLANNER™. He earned a Bachelor of Science in Finance from Arizona State University, attending on a full academic scholarship, and is a member of the Financial Planning Association of Greater Phoenix.
Highest score Trevor has ever bowled
Age of Trevor's favorite daughter
The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it. -Michelangelo
Number of rock concerts that Trevor has played in