Trevor Ricks

Trevor Ricks brings over a decade of experience in wealth management and investment planning, helping clients achieve clarity and confidence in their financial futures. He began his career in 2013 after working as a small business accountant, giving him a strong foundation in tax planning and business finance. Today, Trevor holds the CERTIFIED FINANCIAL PLANNER® designation, reflecting his commitment to the highest standards of professional excellence.

Trevor specializes in serving high-net-worth families, business executives, and individuals seeking comprehensive financial strategies. His approach is deeply personal and family centered. He takes time to understand each client’s goals and values, then designs tailored plans that integrate family dynamics tax-aware planning strategies, and disciplined investment management. Every plan Trevor and his team deliver is built to help clients pursue their long-term financial objectives, wealth preservation, and growth, while honoring what matters most to them.

Known for his integrity and consultative approach, Trevor has built lasting relationships based on trust, transparency, and results. He believes trust is the cornerstone of wealth management and works diligently to strengthen that trust through every conversation, email, and meeting.

Trevor lives with his family in Heber City, Utah, and is an active member of his church and community. He is a member of the University of Illinois Alumni Association and has shared his expertise as a guest lecturer at the University of Illinois at Chicago and the University of South Florida. Outside of work, Trevor enjoys fly fishing, alpine skiing, cooking, and exploring extreme sports, always prioritizing time with his family.