FINANCIAL ADVISOR
Trevor D Haga

I work with individuals and families in the community to help them map out long-term investment strategies and to create meaningful legacies for transferring wealth.

I graduated from the University of North Carolina at Chapel Hill's Kenan-Flagler Business School with a Bachelor of Science in business administration in 2015 and a master's in accounting in 2018. I began my professional accounting career at BDO in Raleigh, NC, where I spent four years in public accounting working with publicly traded and private companies and earning my CPA license. I believe that my previous experience in public accounting brings a fresh perspective to...