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THOUGHTS ON MONEY [T.O.M.] is a place to find simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your own personal financial questions or to spark thought on how to improve your financial life. Enjoy an easy to read, application focused commentary.
Trevor is a Partner and Director of our Private Wealth Advisor Group.
As the author of TOM [Thoughts On Money], Trevor endeavors to write and speak about financial concepts and principles in a kind of “straight” talk demeanor and posture.
He received his Bachelor’s degree in Organizational Leadership from Biola University and his MBA from California State University, Fullerton.
James is a Private Wealth Advisor based out of TBG headquarters in Newport Beach, CA.
As an author of TOM [Thoughts On Money], James seeks to share core principles in decision-making that bring clarity to managing life and wealth.
He received his Bachelor of Science degree in Entrepreneurial Finance from Cal Poly Pomona and is a CERTIFIED FINANCIAL PLANNER®.
Desiring to be a financial advisor since high school, Blaine has continued this passion by stewarding client capital for over a decade. A patient educator, he enjoys aligning clients’ financial resources with their values, particularly through creative charitable gifting strategies.
Blaine holds a Bachelor of Business Administration in Finance from Seattle Pacific University, where he also led the soccer team as captain.
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