Biography

Trevor Lastoka is a bestselling author and is regularly sought out by the media for his opinions on Tax reduction strategies and college planning. Trevor has helped over 530 clients grow their wealth, reduce their taxes and achieve their dreams of financial security. Trevor has put his clients on track to building more than $210 million of additional wealth they would most likely not had otherwise, through safe, proven financial strategies.
One of only 200 life insurance agents in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself Authorized Advisor. He is also a Certified Public Accountant and Personal Financial Specialist.
Trevor is also a registered representative and offers securities and investment advisory services through Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC.
Trevor lives in the Minneapolis/St. Paul area with his wife, Jennifer, and their children Grace and Tyler. When Trevor’s not working, you may find him playing with Grace and Tyler, golfing, fly fishing and pheasant hunting.
Trevor is also active in the community, including attending New Hope Church and supporting Faith Search International.
Trevor can be reached by calling Toll Free (877) 207-6350.