Treavor Dodsworth, CFP®, CPA Sycomore Financial, LLC

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About Treavor Dodsworth CFP®, CPA, CKA®

I became set on doing financial planning while studying at Olivet Nazarene University. Financial planning gives me an opportunity to take the many moving pieces of someone’s financial life and put it together in a way that is useful to them. Many people do not realize the possibilities that are open to them. They become stuck in the mundane and do not realize until many years later that they never pursued what they are truly passionate about. Financial planning allows me to help individuals articulate their dreams and then start on a path to fulfill them.

On a personal side, I hope you will find that I am professional but relaxed and open enough to let others be themselves. In my free time, I enjoy playing games with family and friends or going on the classic dinner and movie date with my wife. I feel very blessed to have the family that I do. A girl in the youth group where we volunteered once told me- “You are like Spiderman… the nerdy guy that got the popular girl.” That pretty much sums it up.

Primarily, I work with clients on a virtual basis. This means you can meet with me from the comfort of your own home. No more taking time out of your day to drive to an office.

I would love an opportunity to connect with you. Talk to you soon!

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Ideal Clients

  • Charitable Giving
  • Gen Y/Millennials
  • Pro Bono

Ways Advisor Charges

  • Monthly Fee

Fee Options

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