Trevor Wallner

wallner-trevor

 

Springfield, IL Office
Senior Wealth Advisor: KEB Asset Management, LLC

Trevor has over 16 years of experience in accounting and financial services, with the last ten focusing on providing financial advisory services to high net worth individuals and pension plans.  He began his career as a Certified Healthcare Business Consultant (CHBC), managing private practice medical and dental practices.  For over ten years, Trevor managed practices, providing accounting services for his medical and dental clients, and corporations, as well as trust accounting services and contract negotiations.

In 2008, Trevor started and managed an Independent Financial Advisory Practice providing wealth management services to select individuals and their families.  Now with KEB Asset Management, he provides portfolio management and wealth management services tailored to each individual client, focusing on delivering after tax market returns.  Attention to detail, good listening skills and great empathy are what his clients appreciate most about working with him.  He primarily works with high net worth individuals and families, but also works with corporate accounts and employee benefit plans.  Having a team comprised of two Client Service Associates, a Portfolio Specialist and a Portfolio Manager, whose professionalism and teamwork assist him in building long term relationships with his clients.

Trevor has a passion for helping clients make smart decisions about their money.  His philosophy for success has always been to develop a disciplined financial plan that makes sense and stick with it.

Hobbies:

In his down time Trevor enjoys soccer, boating, golfing, and attending any sporting activity. He loves spending time with his family, and he is married to his lovely wife Amy and they have three wonderful children Logan, Lucy, and Elle.

Volunteer:

  • Youth soccer coach
  • Past Rotary Club Member
  • Past Community Foundation member of the Illinois Symphony

 



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