Trevor is the founder and CEO of Phibbs Financial, a full-service fiduciary firm that focuses on helping middle class families retire with comfort, confidence and control of their finances. He started his career working for major multi-billion-dollar firms and discovered all of these companies were essentially the same. They prioritized sales over service. 

The sad reality is the financial services industry is largely focused on sales. Many firms will attempt to entice you with a “free” steak dinner to simply sell you something and then abandon you immediately afterward. Our entire mission is helping our clients reap the rewards from years of hard work by reducing taxes, limiting risks, investing wiser, and delivering reliable income in retirement. 

Retirement planning is a huge part of Trevor’s life, but there is much more to him than simply being a financial nerd. He’s a huge family man, born and raised in the great state of Utah. When he’s not reading, he’s usually watching sports, particularly football. He’s a graduate of the University of Utah and loves the Utes. While he’s not going to prepare a meal for Gordan Ramsay on MasterChef anytime soon, he enjoys cooking for his family using his Traeger Grill to smoke everything from BBQ to beef jerky.