Trevor Kengle

With 29 years of experience, Trevor Kengle has built his career around helping individuals and families make confident, well-informed financial decisions—especially when those decisions involve their home, their retirement, and their long-term financial security.

What sets Trevor apart is his ability to connect two critical areas that are often treated separately: housing and financial planning.

As a dually licensed Senior Mortgage Planner and Investment Advisor Representative, Trevor provides a comprehensive approach that goes beyond traditional advice. He helps clients understand not just what they can do—but what makes the most sense for their overall financial picture and long-term cash flow.

After earning his Retirement Income Certified Professional (RICP®) designation, Trevor further refined his focus on helping pre-retirees and retirees navigate key decisions such as: • Social Security timing • Retirement income strategies • Structuring a “last home” purchase

His approach is rooted in fiduciary responsibility—placing his clients’ best interests first—and simplifying complex financial concepts into clear, actionable strategies.

In addition to working directly with clients, Trevor is a valued educator within the real estate community, helping Realtors elevate their role from transaction-focused agents to true advisors by understanding the financial realities their clients face.

As an associate with Priority Wealth Partners, Trevor is committed to delivering personalized guidance designed to create clarity, confidence, and long-term financial success.