Trevor Stone

CFP®, CPA
tstone@monetagroup.com
tel:(314) 244-3406Compardo Wienstroer Conrad & Janes
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, Conrad & Janes.

Before joining Compardo, Wienstroer, Conrad & 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, his wife Larissa and son Sullivan live in Brentwood, Missouri. 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)
  • Member AICPA
  • Member MOCPA