Trevor Mara, CFP®
Financial Analyst
Trevor is a detail-oriented and results-driven CERTIFIED FINANCIAL PLANNER™ professional who supports the advisors at Chisholm Trail Financial Group. As a Financial Planning Analyst, he plays a vital role in all aspects of the firm’s financial planning operations and serves on the investment committee, where he contributes to the analysis and ongoing refinement of the firm’s model portfolios.
Trevor brings expertise across several core areas of financial planning, including risk management, investment analysis, cash flow management, estate planning, and retirement projecting. With a strong analytical foundation, he works with the advisors to deliver thoughtful, data-driven strategies tailored to help clients build and protect long-term financial security.
Originally from Round Rock, Texas, Trevor now lives in the Dallas area with his wife, Emily, and their young son, Theodore. Outside of work, Trevor enjoys spending time with his family, watching football, and gardening.
Education:
University of North Dakota (UND) M.S. Mathematics (May 2019)
Schreiner University B.S. Mathematics (Dec 2015)
Minor in Information Systems - Kappa Mu Epsilon (KME)
Soft Skills:
Communication, Problem-Solving, Organization, Leadership, Self-Starter
Certifications:
Texas General Lines Agent – Life, Accident, Health, HMO
CERTIFIED FINANCIAL PLANNER™