Trevor Yochum, CFP®, CIMA®, MBA
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, tax 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’s professional designations include CERTIFIED FINANCIAL PLANNER™. He earned the CFP® certification from the University of Georgia. Trevor also earned his Certified Investment Management Analyst (CIMA®) designation from Wharton School of Business at the University of Pennsylvania. Trevor holds a Bachelor’s Degree in Finance from The University of Georgia, and went on to earn an MBA with an emphasis on portfolio management from Colorado State University. He has successfully passed the following industry examinations: Series 7, 66, and SIE.
Prior to starting Incompass, Trevor has worked at the home office of Triad Advisors, our brokerage firm.
Away from Work
1Trevor was raised in Suwanee, GA. He and his wife, Britney, currently reside in Roswell, GA with Avery (4), and Addison (1). In his spare time, Trevor enjoys spending time with family and friends, reading, going to sporting events, and traveling.