Broker Check
Trevor Yochum,  MBA, CIMA®️

Trevor Yochum, MBA, CIMA®️


Trevor holds a Bachelor’s Degree in Finance from The University of Georgia, and a Master’s Degree of Business Administration from Colorado State University.  In 2018, Trevor was awarded the Certified Investment Management Analyst (CIMA®) designation from Wharton School of Business at the University of Pennsylvania. 

Prior to joining our firm in February, Trevor started his career in financial services in 2012 as a commodities trader in Memphis, TN. For the past 5 years, Trevor has worked at the home office of Triad Advisors, our brokerage firm.    

Trevor was raised in Suwanee, GA. He and his wife, Britney, currently reside in Buford, GA where they were recently blessed with the birth of their first child, a baby girl, Avery.  In his spare time, Trevor enjoys spending time with family and friends, going to sporting events, and traveling.