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Trevor Koenig

“I help organizations, big and small, manage their retirement plans and prepare their employees for their future. What I tell my children is this: ‘I help people save money and follow the rules.

Trevor’s entire career has been in insurance, employee benefits, financial services, investment and retirement consulting. In the last decade, he’s been devoted exclusively to helping businesses and nonprofits manage their retirement plans and fiduciary responsibilities to improve the retirement outcomes and financial wellness of their employees.

Clients have said that Trevor offers them new insight in every interaction. They leave review meetings understanding something they never had before. And that’s what motivates Trevor. Giving his clients greater understanding of capital markets and confidence in the process of investment management is his goal.

I get the most satisfaction out of helping a company, committee, or individual with something they may not be comfortable with or understand, (i.e., retirement plans or investments), and equipping them so they can understand and feel good about what they’re doing. 

And that’s because I find the financial markets fascinating. I love seeing how capital can be allocated to help businesses grow and, in turn, help improve our communities, country, culture, and world, and, most importantly, peoples’ lives.


  • With Highland since 2024


  • BSBA, The University of Akron


  • Chartered Retirement Plan Specialist
  • Cleveland SHRM