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Trevor Stone

Senior Advisor

CPA , CFP®

A former college athlete, Trevor has witnessed the tremendous value of teamwork and truly believes it is an integral part of success, both in business and in sport. He brings this philosophy and experience each day to his role on Compardo, Wienstroer & Janes.

Before joining Compardo, Wienstroer & Janes, Trevor worked as a manager in the Global Compliance and Reporting practice of Ernst & Young. There, he assisted both public and private companies with tax-return preparation and review, as well as tax-provision preparation and review.

Trevor serves Family Office and Family CFO clients, leading them through complex investment and estate planning decisions as well as navigating tax planning for both closely held private companies and corporate executives. He tackles multi-generational planning and is available for his clients during every step. Trevor earned a Bachelor of Arts degree from DePauw University and a Master of Accounting degree from Saint Louis University. He is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. While at DePauw, Trevor was a member of the DePauw University basketball team.

Trevor, and his wife Larissa live in Brentwood, Missouri, raising four children: sons Sullivan and Weston and twin daughters, Adeline and Elsie. In his free time, Trevor enjoys spending time with family and just about any outdoor activity.

EDUCATION

  • B.A., Economics, Minor in Math, DePauw University
  • M.S., Accounting, Saint Louis University

PROFESSIONAL DEVELOPMENT

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER® (CFP®)

NEWS & PUBLICATIONS

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – June 2026

Monthly Recap – June 2026

July 2, 2026

June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

Raising Charitable Children: Modeling and Mentioning

Raising Charitable Children: Modeling and Mentioning

June 30, 2026

By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

You Negotiated the Offer. Did you Plan for What Comes Next?

You Negotiated the Offer. Did you Plan for What Comes Next?

June 29, 2026

What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

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