• Trevor is a Series 65, Registered Investment Advisor with 15+ years of experience spanning Deloitte, Goldman Sachs, private equity-backed software, and fractional CFO consulting. His background includes corporate strategy, mergers & acquisitions, financial planning & analysis, forecasting, and business transformation.
• Trevor currently advises founders & executives at private equity-backed and growth-stage businesses on financial strategy, helping leadership teams make better financial decisions.
• Prior to Paragon, Trevor worked for 6+ years leading strategy and mergers & acquisitions at MHC Software, a private equity-backed SaaS enterprise.
• 3+ years of experience at Deloitte where Trevor advised Fortune 500 companies on growth strategy, partnering with executives, boards, and investors to drive growth and create enterprise value.
• At Goldman Sachs, Trevor supported investment advisory and portfolio management activities for ultra-high-net-worth families and institutional clients.
• Trevor holds an MBA from Wharton and a BSE from the University of Michigan in Industrial and Operations Engineering.
• He lives in Henderson, Nevada with his wife Tracy. In his spare time, Trevor enjoys playing ice hockey and running marathons.

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