For me, financial planning isn’t a one-time event; it’s an ongoing process that requires honest and open conversation. Understanding that no two clients are alike, I believe my responsibility is to craft customized strategies tailored to each client’s unique needs and circumstances. I enjoy connecting with clients on a personal level, building strong, multi-generational relationships, listening to their concerns and offering ongoing support. As a Wealth Manager with Coe Financial Group, I frequently work with a diverse range of clients, from young families and Millennials to pre-retirees. With more than 18 years of experience in the financial services industry, I am well-versed in comprehensive financial strategies, from college planning to retirement planning to insurance. As an independent advisor, I am focused on making recommendations that have the client’s best interests in mind.
I currently reside in Lake Forest with my wife, Jennifer, whom I met in college. We have two young daughters, Lily and Adeline. In my spare time and being passionate about photography, I run a photography business, Trevor Brody Photography, capturing charitable events, families & headshot Photography