Portrait of Trevor Lipchak

Trevor Lipchak EA

Tax Associate

Based in Gilbert, Trevor helps clients navigate tax planning and compliance with a people-first approach grounded in understanding their unique goals.

Ways to Connect

  • In-person visits
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  • Phone Meetings
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Trevor Lipchak, EA, is a Tax Associate at Mission Wealth. In this role, he supports tax planning and preparation while helping clients navigate tax considerations as part of their broader financial strategies.

Drawing on experience serving individuals, businesses, trusts, and investment companies, Trevor brings a relationship-focused perspective to his work.

“At the heart of my work is a love for people. My background in teaching helped shape the way I listen, communicate, and build relationships, allowing me to better understand each client’s story and help develop strategies around what matters most to them.”

—Trevor Lipchak, Tax Associate

Professional Background

Before beginning his career in accounting and finance, Trevor worked as a teacher, an experience that helped develop the communication and relationship-building skills he brings to clients today. His tax experience spans corporations, individuals, trusts, and regulated investment companies, giving him exposure to a wide range of planning and compliance needs.

Trevor is an Enrolled Agent and has also earned an Auditing Specialist Certificate from Louisiana State University.

Personal Pursuits

Outside of work, Trevor enjoys spending time with his wife and children, learning languages, and exploring the outdoors. His family also includes Spud, a long-haired Chihuahua, and Humphrey, a desert tortoise.

Community Impact

Trevor is passionate about giving back and has volunteered with Hospice of the Valley and Back on My Feet. He is also actively involved in the Type 1 diabetes community, a cause that is especially meaningful to his family.

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Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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