Practice Snapshot
How I Help:
Financial Planning
Who I Help:
Details Coming Soon
About Me:
Trevor Lyne is a Financial Planner based in West Springfield, MA, driven by a deeply personal commitment to empowering others. Growing up, Trevor witnessed firsthand the impact of unexpected life changes when, at the age of eleven, his parents divorced. His mother, a dedicated nurse practitioner, suddenly became a single parent, juggling two jobs to provide for her children. With a father who had managed the family finances as a lead planner at Hasbro, the transition left his mother navigating a world of financial uncertainty while tirelessly caring for others.
This experience ignited a passion in Trevor to empower those who dedicate their lives to caring for others, particularly healthcare professionals who often face unique financial challenges and demanding schedules. He is dedicated to helping them achieve financial security and peace of mind.
Trevor graduated magna cum laude with a B.S. in Business Administration, concentration in Financial Services, from Bryant University and earned the Financial Planning Graduation Award. He holds Series 7 and 66 registrations, along with Life, Accident, and Health licenses, and has experience at other local financial firms.
Since childhood, Trevor has balanced a love of sports with a desire to help others. He aspired to become a professional athlete and played Division 1 soccer at Bryant University. Through Bryant’s renowned Financial Planning Program and internships, he discovered his passion for promoting financial literacy. He is dedicated to empowering clients through personalized financial education and strategy development, particularly for those unfamiliar with financial planning. He is committed to working closely with clients, offering continuous education and collaboration to develop effective financial plans that suit their individual needs. Having grown up in a family unfamiliar with in-depth financial knowledge, he understands the significance of not only having an effective strategy but also ensuring that clients comprehend every aspect of it.
Trevor believes that after giving so much to others, healthcare professionals deserve to have someone give back to them, helping them maximize their earning potential and plan for a secure future. With empathy and expertise, Trevor is committed to guiding clients towards a life where they don't just survive, but truly thrive.
Outside of work, Trevor enjoys golf, baseball, beach volleyball, hiking with his rescue pup Percy, and cheering for his favorite New England sports teams.
CRN202803-8399532
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
