Trevor Klugh
Associate Advisor
Department: Advisors
Experience: Finance since 2021
Education: Bachelor’s degree in financial economics from BYU-Idaho
Trevor creates financial plans, meets with clients, manages portfolio trades, and serves as the office Excel expert for the Boise, Idaho office, which involves handling various ad hoc projects. He joined the Modern Wealth team in October 2024 after the acquisitions of Petso Financial Consultants, LLC.
Trevor believes the financial planning software that Modern Wealth utilizes is crucial for creating more effective financial plans and conducting more accurate stress tests. With a background as a banker, business analyst, and financial advisor, he’s primarily worked with entrepreneurial-minded individuals. Trevor enjoys tackling the complex challenges and innovative ideas that come from business owners.
At Petso Financial Consultants, LLC, Trevor enjoyed finding the right balance of challenging work and community impact. He’s striving to maintain that balance at Modern Wealth. Prior to working at Petso Financial Consultants, LLC, he was an investment accountant for large insurance companies, gaining complexity and exposure to investments but lacking direct client impact.
While in college, Trevor helped establish a financial planning club, which led to creating Idaho’s only CFP®-certified program. Trevor worked as a personal banker, which is how he discovered his passion for helping people with their financial goals. Seeking more complexity, Trevor interned as a business analyst in private equity, enjoying the direct impact on small businesses and successful partnerships.
Trevor and his wife, Lexi, have a daughter, Lennon, and bernedoodle, Zara. Trevor and Lexi love going to the gym, hiking, backpacking, and most of all, FOOD. He’s also a loyal supporter of his church and finds fulfillment through the humanitarian work done there. In the past, Trevor has also raised donations for Operation Underground Railroad.