Trever's Bio
Trever Braunberger is a financial advisor at Perigon Wealth, where he works with a select group of clients with investable assets ranging from $500,000 to over $100 million. His focus is on building tax-efficient, options-driven investment strategies designed to align with each client’s long-term goals.
Prior to joining Perigon, Trever served as a Captain in the United States Air Force, managing high-level acquisition programs and leading cross-functional teams responsible for multimillion-dollar defense contracts. His military background brings discipline, strategic thinking, and execution under pressure to every financial plan he builds.
Trever holds a Series 65 license, a bachelor’s degree in Accounting from Utah State University, and a master’s degree in Systems Engineering and Management from the Air Force Institute of Technology. He was awarded the Air and Space Commendation Medal for outstanding leadership.
Today, Trever works closely with estate attorneys, CPAs, and major healthcare systems to offer fully integrated financial planning solutions. His goal is to become a long-term partner and trusted resource for each client he serves.
Trever's Team
Kenny Fincher, ChFC®
Paul Drolson, CFP
Tim Kaiser
