Trevor Sandner
Wealth Analyst
As a wealth analyst, Trevor collaborates with a team of wealth management professionals to fulfill our clients’ unique financial goals. He enjoys the dynamic nature of this role, building relationships through comprehensive portfolio management and thoughtful financial planning solutions to enhance our client’s experience. He is excited to work for a company that puts clients first and to uphold that standard in his work.
I find the harder I work the more luck I seem to have.
Designations and Education
- B.S. in Business Administration with a concentration in Finance, University of Montana, Missoula
Personal Passion
Getting outside fly fishing, hiking, backpacking and gardening.
