Trevor L. Shaner, Vice President – Wealth Management

Started his investment career in 1992

Trevor helps a wide-range of clients with wealth planning and his extensive knowledge of the stock and bond markets. He understands that any financial plan must take into consideration some unexpected life changes along the way. That means making sure individuals are protected with the right wealth transfer and exit plans in place. With his deep trading background and understanding of Insurance, Trevor has a firm understanding of the analytics in investing and enjoys finding solutions from many different angles and strategies.  He is great at uncovering value and the "unknown".

Trevor grew up in Pocahontas, Iowa and graduated from Simpson College in 1992. He lives in West Des Moines with his wife, daughter and two sons. He enjoys spending time in the outdoors with his family.

AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NV, NY, OH, OK, SC, SD, TX, UT, VT, WA, WI