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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.

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

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