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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 – January 2025

Monthly Recap – January 2025

February 10, 2025

Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...

Buying Property Abroad:  What You Need to Know 

Buying Property Abroad:  What You Need to Know 

February 7, 2025

Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...

Move Fast and Break Things

Move Fast and Break Things

February 4, 2025

Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...

Should You Buy That Yacht in Retirement?

Should You Buy That Yacht in Retirement?

February 3, 2025

The third age of retirement: enjoying retirement.  The call of the ocean. A lot of us hear it, bu...

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