Consolidated Planning, Inc.
Trevor Mann is a Financial Advisor at Consolidated Planning, Inc. since October 2023, where a skilled team engineers highly-customized personal wealth plans for individuals and businesses. Prior to this role, Trevor served as a Financial Advisor and College Unit Director at Northwestern Mutual from December 2020 to October 2023. Trevor holds a Bachelor of Arts in Political Science and Philosophy from James Madison University, obtained in 2020. The approach taken by Trevor’s team is deeply rooted in values and a unique planning philosophy, focused on helping clients execute on what matters most to them.
Consolidated Planning, Inc.
Consolidated Planning, Inc. has been a leader in comprehensive financial services for nearly 30 years. Unlike many other so-called financial services providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends, fads, and “hot products,” our associates adhere to time-tested macro-economic principles. Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way. This requires a diligent work ethic, a desire to truly serve others and a dedication to total comprehensive planning.