Trevor Lattin (Managing Director - Executive Benefits)

Biography

Managing Director for Orange County, CA, Trevor supports senior management in public, private and tax-exempt organizations on the design, funding, implementation, and administration of select executive benefit plans to attract, retain and reward key talent. He launched his career in professional services with Arthur Andersen in the audit and business consulting practices. Later, he held a leadership role at Resources Global Professionals advising C-suite executives on financial operations, strategy, process re-engineering, audit, and corporate governance with firms throughout the United States, Europe, and Asia.

Trevor earned his BS in accounting from the University Of Southern California Leventhal School Of Accounting. A proud, fifth generation Southern Californian, Trevor, along with his wife and children, live in Orange County and enjoy traveling together.

Executive Benefit Solutions

Independent and single-focused, Executive Benefit Solutions (EBS) works closely with client companies to improve the effectiveness and cost-efficiency of benefit programs for key employees and professionals. Business relationships among our principals and senior staff stretch back 25 years in the executive benefit sector. Purpose-driven and intertwined, these relationships form a culture built on shared values, workstyles, and commitment to excellence. Clients have come to count on EBS for sophisticated consulting, plan solutions and administration services, enriched further by our history of working together at leading benefits firms: Compensation Resource Group, Retirement Capital Group, Clark Consulting, and Lyons Compensation & Benefits.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.