Operations Specialist
Trevor Jacobson
Trevor, from Spanish Fork, Utah, enlisted in the Utah National Guard after high school and served a mission for the Church of Jesus Christ of Latter-Day Saints in Iceland. He earned a Bachelor of Science in Finance from Utah Valley University, UVU, and is pursuing a Master's in Financial Planning and Analytics at UVU and will graduate in the spring of 2025.
Professionally, Trevor has managed sales tax for a multimillion-dollar global company. He has overseen a tax credit department, and assisted educating business owners with tax issues and strategies. He holds the Accident, Life, and Health Insurance license from the state of Utah and passed the FINRA Series Industry Exam (SIE) in 2024. Trevor plans to pass the CERTIFIED FINANCIAL PLANNER™ exam in 2025.
Beyond his professional pursuits, Trevor is a passionate and accomplished musician and drummer, performing with various bands across the United States. He is an active drummer for the Utah National Guard. In his free time, Trevor enjoys watching a good BYU Football game or RSL match and traveling to new places in the world with his wife, Sidney.