Trevor Koenig

Trevor has more than a decade of employer retirement plan (ERP) experience.  He has served in roles at the recordkeeper, investment advisor, plan administrator, payroll and consultant levels which give him breadth of skills and expertise that are a tremendous asset to our clients and their employees. Trevor really enjoys making a positive impact for clients with their plan design and administrative oversight, as well as for their employees through investment education and retirement planning guidance.

Trevor earned his Bachelor of Science in Business Administration with a marketing concentration and economics minor from The University of Akron, graduating with summa cum laude honors. He met his amazing wife, Kristina, in a buyer behavior class while attending U of A. 

Trevor and Kristina share 4 active children (Elias, Ezra, Eden & Esther) that keep them busy - especially Trevor, who coaches or has coached every sport you can imagine, but mostly softball and soccer. When not working or coaching, Trevor enjoys relaxing with the family around their pool and wakeboarding at their lake cottage. He is also active in their church, where he is a deacon and chair of the finance committee.

Office Location: Akron, OH