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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

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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

November 5, 2025

October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

November 3, 2025

by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

Bubbles and Bankruptcies

Bubbles and Bankruptcies

October 29, 2025

Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...

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