Trevor is a Financial Planner that coordinates our efforts in the Tampa Bay area. With an extensive background in hospitality, Trevor has brought the relationship building as well as thoughtful anticipation to ensure his clients needs and goals are the top priority. He believes in the “Brick-by-Brick” theory and will help lay the foundation that will help his clients navigate life as they strive for financial independence.

Trevor graduated from Young Harris College (GA) in 2012 where he was the Captain of the Soccer team for 3 out of his 4 years. Trevor is working towards the multi-year effort to obtaining his Certified Financial Planner (CFP) certification.

Trevor and his Fiancée, Melissa, live in Lakewood Ranch (FL) with their dog Mateo. Melissa is an Internal Medicine Resident, which gave Trevor a firsthand look at establishing a financial plan from the perspective of a new physician. When they find the time, Trevor and Melissa enjoy taking Mateo to the dog park, visiting family, and spending time outdoors, taking advantage of Florida’s beautiful weather. Trevor is an avid sports fan, especially when it comes to the Miami Dolphins, Miami Heat, and Arsenal FC. Check the background of this investment professional on FINRA’s BrokerCheck.

Kacie is a Financial Planner in the Central Florida office of Larson Financial Group. Since joining the firm in 2013, she has been helping clients translate their goals into actionable items aimed at their financial independence. She loves to take complex situations and simplify them into manageable slices to work toward achieving goals. She is a Certified Financial Planner (CFP®) who is passionate about serving the needs of high-net-worth clients as a fiduciary, always acting in her client’s best interests.

Kacie holds a bachelor’s degree in accounting from Florida Southern College. While in college, she was the President of Toastmasters International, a leadership and public speaking club, which fosters and encourages future leaders to speak confidently and clearly in presentations and groups.

She lives in Lakeland, FL, and is blessed with family nearby and time to dedicate to church activities. In her free time, she is an avid reader in genres ranging from classic literature, poetry, philosophy, theology, history, travel, and murder mysteries. She has written a series of novels she describes as “imaginative fiction” inspired by the sub-created worlds of J.R.R. Tolkien and C.S. Lewis along with the deep insights of George MacDonald and G.K. Chesterton. Travel adventures are a must each year, usually to different locations around the U.K., with extended time in Oxford, England, her favorite city. Her passion for reading books flows over locally, as she regularly volunteers as part of the Reading Pals program, reading to kindergarten students at a nearby elementary school.

Kacie has a record of being a reliable, trusted source for clients, fostering long-term client-relationships with her attention to detail, love of learning and sharing knowledge, holistic approaches, and implementing steps (keeping everyone on track toward goals!), all with the ultimate goal that clients feel the financial planning weight off their shoulders, so they can focus on things most important to them.