Trevor Herin

Partner, Senior Advisor, CFP®, ChFC®

About

Trevor is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®). At Lifeworks, he co-leads the financial planning process and spends most of his time designing and implementing financial plans for clients. Trevor is passionate about teaching people how to make wise decisions with their financial resources and empowering them to live the life they want.

He is married to his beautiful wife, Brittany, and they have three amazing children—son Trevor Jr. and daughters Monroe and Callaway.

When he isn’t in the office, he enjoys playing golf (he was once a world-ranked croquet player), staying active, playing guitar, and spending quality time with family and friends.

Connect with Trevor

Book an introductory call with Trevor to get to know one another and learn about how Lifeworks can help you achieve your financial dreams.