Trevor Y. in

Trevor Y.

Evaluator · DISC type csd
Financial Advisor at Renaissance Financial
📍 St Louis, Missouri, United States

Trevor is a Financial Advisor at Renaissance Financials St. Louis office, focused on helping clients achieve personal financial freedom. He leverages his background in customer service and holds a Bachelor of Business Administration from the University of Missouri-Columbia to build strong professional and personal relationships with his clientele.

Active in his community, Trevor serves as a Board Member for the non-profit HOME WORKS! and is the VP of Education for Toastmasters International. His interests lie in finance and investing, driven by a passion for helping others succeed financially.

Before his finance career, Trevor worked as a cabinet maker, where he honed his skills in process improvement and delivering high-quality finished products.

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Experience
6 Years
Current Role
Financial Advisor
Location
St Louis, Missouri, United States
Personality Overview

How Trevor shows up

Quality Focused
Hard To Convince
Thorough Evaluator

They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Trevor cares about

Achieving Financial Freedom
His stated mission is to help as many people as possible achieve the financial freedom they desire through planning and investing.
Portfolio Management
He actively posts about investment strategies, such as the importance of rebalancing portfolios before year-end to manage risk and lock in gains.
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Career

Work history

8-2022
Financial Advisor
Renaissance Financial
4-2024
Board Member
HOME WORKS!
10-2024 - 9-2025
VP of Education
Toastmasters International
5-2020 - 7-2022
Cabinet Maker
Mark Hall Cabinetry
5-2019 - 3-2020
Student Supervisor
The Mark on 5th Street
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2018 - 2022
Bachelor of Business Administration - BBA
University of Missouri-Columbia
2014 - 2018
Diploma of Education
Warrensburg Latham High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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