(314) 244-3406

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

Insights & News

  • Totally Eclipsed

    Totally Eclipsed

    Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…

  • Monthly Recap – March 2024

    Monthly Recap – March 2024

    Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…

  • Expecting the Unexpected 

    Expecting the Unexpected 

    Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can…