Professional Summary
Professional Overview
Trevor Kengle is a seasoned Financial Advisor with over 15 years of experience in the financial services industry. He specializes in providing comprehensive wealth management and investment advisory services to high-net-worth individuals and families. Kengle's expertise spans portfolio optimization, retirement planning, and tax-efficient strategies.
Experience Summary
Current Roles
Financial Advisor, Priority Wealth Partners (2023-10-01 to Present)
- Responsible for developing and implementing personalized financial plans to help clients achieve their long-term financial goals
- Advises clients on investment strategies, asset allocation, and risk management to optimize their portfolios
- Collaborates with clients' tax and legal professionals to ensure holistic financial solutions
Senior Mortgage Advisor, Five Star Mortgage NMLS #1756744 (2023-06-01 to Present)
- Assists clients in navigating the mortgage application process, providing guidance on loan options and competitive rates
- Collaborates with real estate professionals to ensure a seamless home buying experience for clients
- Maintains a strong network of industry contacts to facilitate referrals and provide value-added services
Career Progression
Prior to his current roles, Kengle held various leadership positions in the mortgage and financial services industry, including:
- Senior Loan Officer, Draper and Kramer Mortgage Corp. (2021-11-01 to 2023-06-01)
- Loan Consultant, loanDepot (2019-04-01 to 2021-11-01)
- Branch Manager, NMLS-201531, Finance of America Mortgage LLC (2017-11-01 to 2018-07-01)
- VP/Branch Manager, NOVA® Home Loans (2016-09-01 to 2017-09-01)
- Branch Manager, imortgage (2013-06-01 to 2016-08-01)
- Vice President/Lending Manager, Shelter Mortgage (2012-01-01 to 2013-06-01)
Kengle's diverse experience in the financial services industry has enabled him to develop a comprehensive understanding of the market, client needs, and effective strategies for achieving financial success.
Academic Background
Kengle holds a Bachelor of Science in Finance from the University of Nevada, Las Vegas, where he graduated with honors.
Areas of Expertise
- Wealth management and investment advisory services
- Retirement planning and tax-efficient strategies
- Mortgage lending and real estate financing
- Client relationship management and service excellence
- Financial analysis and portfolio optimization
Professional Impact
Throughout his career, Kengle has consistently demonstrated his ability to deliver exceptional results for his clients. He has been recognized for his outstanding customer service and has received numerous accolades from industry organizations and satisfied clients.
Conclusion
With his extensive experience, deep industry knowledge, and unwavering commitment to his clients' success, Trevor Kengle is poised to continue making a significant impact in the financial services industry. He is dedicated to providing personalized, value-added solutions that help his clients achieve their financial goals and secure their long-term financial well-being.
