Trevin L. Epps, MBA, CWS®
Certified Wealth Strategist®
Trevin Epps acts as a Certified Wealth Strategist® for Wealth Advisors and helps create wealth strategies that enable clients to accumulate, preserve and utilize their wealth. Trevin is a Certified Wealth Strategist® and draws upon more than 20 years of industry experience to address client’s biggest concerns including determining the most optimal tax strategies, reducing overhead, managing assets and conducting strategic retirement planning.
Trevin specializes in working exclusively with dentists and dental specialists. He serves on the boards of the Children's Dental Health Association of San Diego (CDHA) and the Dentists Integrated Insurance Solutions, is also the founder of the Dentists Management Advisory Council (DMAC) and co-founder of the Profit4 Dentists.
Trevin received a Bachelor of Science degree in marketing and pre-law from Kansas State University and a Master of Business Administration from Webster University. When not in the office, he enjoys golfing, winning fantasy football championships, spending time with his wife and three children, and volunteering at his church.