Trevor Schutte is a Registered Sales Assistant and Investment Advisor Representative who joined Summit Wealth Management in 2014. Trevor primarily works on the financial planning side of Doug’s business, although he also helps with retirement plans and assists the tax department during tax season. Trevor holds his Series 6, 63, and 65 securities registrations, as well as Life, Accident, and Health and Property & Casualty insurance licenses in New York and Pennsylvania. Growing up the son of a financial advisor, he spent several summers in high school and college doing some work for the company and learning the business. Trevor has a Bachelor of Arts degree from Hobart College (Doug’s alma mater as well), where he majored in History and minored in Media and Society.