Senior Vice President of Wealth Management
“Small, smart decisions compound into big results.”
“Small, smart decisions compound into big results.”
Values collaboration and connection when working with clients and his team
San Diego State University Alumni
Passionate about golf and playing new courses
Enjoys spending time with family and friends
Gavin earned his degree in Financial Services from San Diego State University, where he built a strong foundation in financial planning and wealth management principles. During his time at SDSU, he was a member of the lacrosse team and the Finance & Investment Society, experiences that strengthened his passion for finance and his ability to work collaboratively.
Driven by a commitment to helping individuals and families make informed financial decisions, Gavin chose to pursue a career in finance to make a meaningful difference in his clients’ lives. He understands the lasting impact of financial choices and is dedicated to providing guidance that inspires confidence and clarity for the future.
Outside of the office, Gavin enjoys golfing, watching football and hockey - especially the Chicago Bears - and spending time outdoors, whether at the beach or on a hike.
Gavin is an Investment Advisor Representative with Trilogy Capital, and holds his Series 65 registration and California Life and Health Insurance License.
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We believe that real Life Planning is progress, not perfection.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.
