Broker Check
Trevor Yochum, MBA, CIMA®

Trevor Yochum, MBA, CIMA®

Partner, Investment Advisor

Trevor understands the importance of working through an independent advisory firm to offer a truly conflict-free and unbiased environment for his clients. Trevor strives to be a complete resource to all aspects of his client’s life- including investment management, retirement planning, estate planning, and insurance. Trevor is passionate about his client’s experience and believes that a customized, comprehensive approach is the best way to help them reach their goals based on their unique needs.

Trevor holds a Bachelor’s Degree in Finance from The University of Georgia (GO DAWGS!), and a Master’s Degree of Business Administration from Colorado State University. In 2018, Trevor earned the Certified Investment Management Analyst (CIMA®) designation from Wharton School of Business at the University of Pennsylvania.

Prior to starting Incompass, Trevor has worked at the home office of Triad Advisors, our brokerage firm.

Trevor was raised in Suwanee, GA. He and his wife, Britney, currently reside in Roswell, GA where they were recently blessed with the birth of their first child, a baby girl, Avery. In his spare time, Trevor enjoys spending time with family and friends, going to sporting events, and traveling.