Trevor Thompson, CFP®, CPWA® earns well-deserved promotion

Trevor Thompson has been promoted to Head of Wealth Solutions at CPC. Trevor’s new title reflects his commitment to professional excellence in attaining his Certified Private Wealth Advisor (CPWA) designation, along with his exceptional contributions, dedication and leadership within the team.

In his new role, Trevor will be responsible for overseeing and developing wealth solutions strategies, private family office offerings, and ensuring CPC continues to deliver outstanding service to clients. His expertise and vision will be invaluable as the team continues to expand.

Congratulations, Trevor!

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Trevor Thompson, CFP®, CPWA® earns well-deserved promotion