WISCONSIN FINANCIAL GROUP - Key Persons
Jason is the Vice President of Wisconsin Financial Group, Inc. and President of Wealth Building Cornerstones™. He lives in Middleton, WI with his 3 amazing kids. He graduated from the University of Wisconsin-Madison with a degree in Civil Engineering and was a professional engineer for 8 years. Jason made the transition into the financial world in 2006. When he came into the business he had the mind of an engineer and merged it with finances. This was how Wealth Building Cornerstones™ was developed. The understanding of how retirement income streams work so we can define and allocate our savings appropriately is important to help maximize income streams in retirement.
Job Titles:
- Associate
- Compliance Officer
- Investment Manager
- Appleton, WI / Wealth Management / Financial Advisor
Trevor started his career as a financial advisor in 1996, after graduating from the University of Wisconsin-Whitewater with a BA in Finance. He started his own independent practice in 2001. He specializes in working with business owners & corporations.
Trevor is a Million Dollar Round Table, Council of Honor, and ONESCO Institute qualifier, which recognize sales leaders in the industry. He also serves on the Field Advisory Board for his broker dealer.
In addition to working with his clients, Trevor has served as Investment Manager and Compliance Officer for Wisconsin Financial Group since January of 2010. He is responsible for investment product research, portfolio analysis, and the supervision and training of over 30 advisors throughout Wisconsin, Minnesota, and Illinois. Wisconsin Financial Group has been serving clients for over 85 years.
Trevor is married to Brianna, and they have three daughters: Emma, Claire, and Sophia. He enjoys time with his family, coaching his daughters' softball and hockey teams, playing hockey, and racing his 2007 GT-1 Corvette in SCCA and Historic roadracing events. He serves on the Finance Committee at Appleton Alliance Church, where he and Brianna are members.