Trevor is a Wealth Management Advisor and the founder of Phase Financial. He graduated from the University of Illinois-Springfield with a major in business administration and minors in Marketing and Finance. Trevor discovered his passion for financial planning through an internship with Northwestern Mutual in 2016. After finishing as the Top Intern out of over 2,000 interns in 2017, he began his full-time career with Northwestern Mutual. As the financial industry evolved, so did Trevor’s vision for the future of serving his clients. He is a CERTIFIED FINANCIAL PLANNER™ certificant and holds Chartered Life Underwriter® (CLU)®, Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations from the American College. He and his team develop comprehensive financial plans for individuals and businesses across the country, with a particular focus on physicians.

Trevor and his wife, Taryn, have one son, Truett. He is passionate about continuous growth, spending time with his family, STL Cardinals baseball, golf, traveling, and being outdoors.

Jack joined Phase Financial as an Associate Wealth Management Advisor in the spring of 2023. Prior to joining the team, he served as a client service advisor at an independent RIA firm, where he focused on assisting clients with the development and execution of their financial plans and investment strategies. He now leverages these skills to help our clients design, review, and implement their financial plans to achieve their goals.

Jack graduated Summa Cum Laude from Saint Louis University with both bachelor’s and master’s degrees in accounting, along with minors in data analytics and service leadership. He is a fully credentialed Certified Financial Planner™ (CFP®), and a licensed Certified Public Accountant (CPA). Additionally, he holds the Series 63 and Series 7 investment registrations, as well as accident & health, life, and variable insurance licenses.

Jack and his high-school sweetheart, now wife, Katie reside in Brookfield, WI. In his spare time, he enjoys playing golf, improving his physical fitness, reading, and spending quality time with friends and family.

Kelley serves as the Director of Investments. She is passionate about creating opportunities for families and positively impacting lives through her work. Kelley is fully securities licensed and continues to grow and advance in the finance field. Outside of work, she enjoys gardening, cooking for friends and family, and socializing over delicious beverages. She looks forward to each day in the office and the opportunity to serve others.

Erin Kilburn is the Insurance Specialist at Phase Financial. Previously, she was a financial representative at St. Louis Community Credit Union for 16 years. Through her experience with the credit union, she developed a strong passion for helping others achieve financial wellness. In her three years with the team, Erin has enjoyed not only assisting clients in improving their standard of living. When she is not working, she enjoys reading and spending time with her daughter and dogs.

Anuj joined Phase Financial in 2022 as a Financial Planning Analyst. Originally from Kathmandu, Nepal, he moved to the United States in 2015 where he completed his MS in Data Analytics from Southern New Hampshire University. He now resides in Saint Louis with his wife, Rachel, and dog, Kosmo. In his free time, Anuj enjoys playing guitar, barbecuing, camping, kayaking on warm summer weekends and is a self-proclaimed adrenaline junkie. He is also a dedicated fan of Liverpool F.C. and dreams of visiting Anfield to attend a game someday.