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.
- Thomas Jefferson
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.