Trevor Daggers serves the unique wealth management needs of a select group of individuals, families, and businesses who often face sophisticated financial demands. He is passionate about helping others navigate the complex financial hurdles that impact our day-to-day lives. Some areas of focus for Trevor's practice include: investment planning, cash flow management, tax strategy optimization, philanthropic giving, and custom lending programs. 

Trevor's business model is unique in that he goes through the planning process on the front-end before making recommendations. This is to help ensure Trevor and his clients are a good fit working together and that his team and he provide added value to a client's total financial picture. Trevor provides ongoing advice and guidance to his clients as well as proactive management and planning services to help his clients face their biggest challenges.

*Lending Services are through Bank of America, N.A.

Trevor lives in northern Colorado Springs with his wife, Katelyn, and their three wonderful children, Elizabeth, Olivia, and David. He has lived in Colorado most of his life and grew up on the Western Slope of the state. In order to pursue his passion for helping others plan for the future, Trevor studied finance at Liberty University and earned his Accredited Asset Management Specialist, AAMS^TM designation from the College for Financial Planning Institutes Corp. In his spare time, Trevor enjoys reading political fiction and self-help books, spending time outdoors golfing, hiking, hunting and fishing, and relaxing with his family playing board games and 'solving the world's problems'.