TREVINO ASSOCIATES FINANCIAL

CONNECT

Address:

101 N 27th St - Suite C
Fort Dodge, IA 50501

Phone:

515 576-8035

Our Firm

 Trevino Associates Financial is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. We are completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. 

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

 

 

 

Peggy Richardson Trevino, CPA, PFS owner of Trevino Associates, PC. Peg is a graduate of University of Iowa, Iowa City IA and has been a practicing CPA since 1982. Other experience includes past president of the Iowa Society of Certified Public Accountants (ISCPA) which represents more than 4,300 CPAs in the state who work with public accounting, business, industry, government, and not-for-profit organizations, and education. In addition she is a past board member of the ISCPA, and board member of Friendship Haven.  She is a former member of the Iowa Department of Economic Development Small Business Advisory Council, a member of the Iowa Society of Certified Public Accountants, a member of the American Institute of Certified Public Accountants (AICPA), a member of the Greater Fort Dodge Area Chamber of Commerce, a Member of the Greater Ft. Dodge Growth Alliance, past president of the Fort Dodge Country Club, past president of the Institute of Management Accountants (formerly the National Association of Accountants), Fort Dodge Chapter, past board member of the Fort Dodge United Way, and past vice president and treasurer of the Fort Dodge YWCA. Peg is a licensed Personal Financial Specialist.
 

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