Management
Trevor P. Wardlaw is a graduate of Baylor University with his BBA in Insurance.
Trevor has been married for nearly two decades and is the proud father of three children. He and his family spend much time in the Rocky Mountains hiking and fly fishing. They are members of St. Jerome Catholic Church in Hewitt Texas and can be found at the baseball fields on any given weekend.
He was born in Waco Texas and spent much of his childhood in South Bend Indiana and New York City.
During high school, he began practicing martial arts. As a black belt, you may often find him sparring at local martial arts centers to this day. In his younger years, he also played Winger for the Dallas Our Gang Rugby Club and periodically plays in Baylor's Annual Alumni games.
He has served the community in numerous capacities including Board Member of the Girls Club, Board Member of the Civic Theater, Ambassador to the Community Hospital, Election Judge, Precinct Chairperson, and State Convention Representative.
Trevor credit's his passion for the stock market to his observance of the numerous stock brokers in New York and the kind attention from his parochial school teachers.
Although every area of financial planning is vital, he primarily assists people in the management of retirement plans, both on an individual and corporate level.
Mr. Wardlaw is licensed in the fields of securities and insurance.
If you have questions regarding your own portfolio, or if you would like for Mr. Wardlaw to speak at an event, please call 254-776-5310. Or, if you prefer, Click Here to contact him.