Gavin graduated from Pacific University, just west of Portland, Oregon, with a degree in International Business and Spanish, where he also played baseball as a catcher and pitcher. He began his career as a financial advisor straight out of college.
Since then, Gavin has had the privilege of working with clients across every stage of their financial journey — from those just beginning to invest to ultra-high-net-worth individuals with complex needs. Along the way, he’s built deep expertise across nearly every type of portfolio strategy, with a particular focus on income planning, retirement readiness, and tax-efficient investing. He also spent time as a Third-Party Administrator in the 401(k) space, designing and implementing retirement plans alongside business owners while educating employees on how to make the most of their benefits.
That range of experience is part of what drew Gavin to Trajan Wealth, where a client-first philosophy and family office approach put each client’s full financial picture at the center of every decision — rather than treating investments, taxes, and retirement planning as separate pieces. Originally from Washington state, Gavin moved to Arizona to be part of that mission. He and his wife, Alyssa, have been married four years and now call North Scottsdale home, where they enjoy exploring everything the Arizona lifestyle has to offer.
Gavin's Hometown
Snohomish, WA
Favorite Food
Steak & Fettuccine
Favorite Sports Team
Seattle Mariners
Quote
“An investment in knowledge pays the best interest.”~ Benjamin Franklin
Ready for unbiased financial advice?Talk With a Trajan Wealth
Fiduciary Advisor
Schedule a complimentary consultation today, and we'll match you with an experienced fiduciary advisor on our team who's best suited to your specific needs. Discover how our fiduciary approach can help you achieve your financial goals.