Trevor is a specialist in retirement plan consulting and administrative services for defined contribution and defined benefit plans. He works closely with clients to consult on employee stock ownership plans (ESOPs), 401(k), profit sharing, government, and cash balance plans, often customized to fit their particular objectives. Trevor also specializes in nondiscrimination testing and tax shelter plan designs, a unique offering often needed by small businesses looking to maximize contributions.
Trevor has been with Conrad Siegel since 2006, joining the firm as an Actuarial Analyst working on corporate and government defined benefit pension plans. He transitioned to work primarily with ESOPs and other defined contribution retirement plans by 2013. This experience has elevated Trevor as a recognized thought leader, speaking frequently at ESOP conferences.
Trevor is a born problem-solver who strives to serve his clients by providing excellent service and solutions to their problems. Away from work, he enjoys spending time with his wife and four children. Together, they enjoy card and board games, boating, and hobby farming.