Senior Planner
Trevor Freeman
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting & Finance, Baylor University
MAcc – Accounting, Baylor University
Previous Experience:
Trevor began his career at Ernst & Young, LLP, where he worked as a tax associate in the Financial Services division on the Wealth and Asset Management Team. During his time, he helped prepare complex federal corporate and partnership tax for hedge fund clients, and he also spent some time preparing trust and estate tax returns for high net-worth individuals. He then came to Moss, Luse, & Womble, LLC as a Paraplanner to pursue a career in financial planning.
Outside the Office, You’ll Find Him:
Golfing, going to Baylor football games, going to Mavericks basketball games, and running around Dallas with his wife, Meagan.
Something Most People Don’t Know:
Trevor served as President and Intramural chairman of a local fraternity at Baylor, Phi Kappa Chi.
Words of Wisdom:
“Genius is one percent inspiration and ninety-nine percent perspiration.” – Thomas Edison