Financial planning isn’t just about numbers. It’s about people. It’s about you. At Endeavr Wealth, we know that behind every balance sheet is a story—your goals, your values, your vision for the future. We’re here to help you make wise, informed decisions so your wealth can support the life you’ve worked hard to build.
After 15 years in the traditional financial services world, our founder saw how the system too often put products before people. Endeavr was built to change that. We are an independent firm with a simple mission: to provide thoughtful, personalized financial guidance rooted in integrity—not incentives.
When you work with us, you’re never a number or a quota. You’re a person with a story, and that story deserves respect, clarity, and care. We promise:
We believe that:
We serve individuals and families who value:
Whether you’re nearing retirement, running a business, or simply ready to get serious about your financial future, we’re here to help.
You’ve worked hard to build your wealth. We’ll help you use it wisely.
Schedule your free consultation today and experience what it’s like to work with a financial partner who puts your story first.

Founder & Wealth Management Advisor

Financial Planner & Retirement Planning Consultant

Director of Planning and Operations

Client Service Associate

Administrative Assistant

Marketing Support Specialist

Chief Market Strategist

Senior Trader, Asset Management

Associate, Asset Management
Trevor has been in the financial industry for 14 years, and holds his *Series 7, 63, 65, 66, life & health licenses. He has extensive experience with case design, financial planning, and insurance, and is a firm believer in the value of a comprehensive, customized financial plan and the value it brings to clients of all kinds.
Trevor was born in Duluth, MN and grew up in West Metro. A passionate golfer, Trevor is still working on his first hole in one, and he also enjoys fishing, fantasy football (a nine time league champion!), BWCA and live music. He and his girlfriend Kelly recently caught the international travel bug with a trip to France. He also enjoys spending time with his two nephews and his recently retired parents.
Bio coming soon…
With a degree in Radiation Science Technology from the University of Nebraska-Lincoln, Chelsi has dedicated over a decade to the healthcare field, while simultaneously growing and expanding her skill set alongside Leif in the financial industry. She is passionate about marketing and design, constantly seeking creative opportunities.
Beyond her professional life, Chelsi is a dedicated mother of three, enjoying coaching, traveling, and making cherished memories with her family. One of her favorite pastimes is unwinding by the lake and soaking up the summer sun with friends.
My 25+ years of experience in finance and economics brings a unique perspective to my role as Chief Market Strategist. Over that time, I’ve worked as an academic researcher, educator, asset manager and financial advisor serving individual clients. My job is to integrate my finance and economic background to manage multi-asset portfolios, mitigate risk and deliver advice that promotes informed decision-making. Ultimately, our goal as advisors is to apply these concepts in the context of a financial plan to facilitate investors in achieving their short-and long-term investment goals.
I lead the asset management team at Pursuit Wealth Management and Great Valley Advisor Group, overseeing the security selection and asset allocation of the customized portfolios that are used by our clients. I also provide economic, market, and investment related analysis and communications to our clients as well as the broader financial media. As a long-time published columnist for Seeking Alpha, I have written well over 1,000 articles for the platform and have also appeared as a live guest on CNBC, CNN, Money Matters TV, NPR-Marketplace, Seeking Alpha, and CFA Magazine.
Prior to joining the team, I was the Founder and Director of Gerring Capital Partners, a Registered Investment Advisor, serving clients nationwide. I also previously served as the Director of Investment Communications for SEI Investments and as an Economist at Moody’s Analytics. I’m also an active member of the CFA Society of Philadelphia and the Global Interdependence Center.
Beyond my investment work, I am a Visiting Scholar in Business & Economics at Ursinus College. I served as a full-time faculty at Ursinus from 2014 to 2023 teaching courses in finance, investments, economics, and research methods. I also launched the Finance Scholars program at Ursinus to prepare students to take the CFAÒ Level I Exam after graduation. Prior to teaching at Ursinus, I was a full-time visiting professor at West Chester University in the Department of Economics & Finance from 2005 to 2014 and was a five-time recipient of Outstanding Faculty Honors during my time at WCU.
I live with my wife, Sherry, and two sons, Finn and Rowan, in Glenmoore, PA. I am also an active marathon and half marathon distance runner.
Education and Designations
Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group and not affiliated with LPL Financial.
Nick joined GVA in 2024 as Senior Trader on the GVA Asset Management Team. In this role Nick oversees trading functions, such as new account setup, portfolio rebalancing and monitoring, daily report reviews, and managing various trading workflows.
Nick comes to GVA with 10+ years in the investment industry. He graduated from Fordham University in 2014 with a BS in Finance, and a concentration in Alternative Investments. He began his career in the private wealth management space before making a transition into portfolio management. Nick has spent the last 5-years overseeing risk-based model portfolios and acting as a resource for participating advisor networks throughout the United States.
Nick lives in Philadelphia, PA, with his wife and daughter.
Nick Dalessandro is solely an investment advisor representative of Great Valley Advisor Group, Inc., and not affiliated with LPL Financial.
Evan is an Associate on GVA’s Asset Management Team. He specializes in investment research and has a passion for finance and economics. Evan uses his strong work ethic and financial literacy to help manage GVA’s multi-asset portfolios, mitigate risk, and help coordinate wholesaler relationships.
In the Spring of 2024, Evan graduated as valedictorian from Ursinus College with a BA in Finance and a minor in Management Studies. Evan took part in Finance Scholars and was a CEO of the Ursinus College Investment Management Company. Evan was also inducted into Phi Beta Kappa and Omicron Delta Epsilon during his time at Ursinus. Outside of his coursework, Evan was captain of the men’s golf team and worked on a year-long honors project focusing on the stock-bond correlation and how macroeconomic variables affect the relationship between the two asset classes.
Prior to joining GVA full-time, Evan interned with GVA’s Asset Management team! During his time as an intern he focused on equity research, and shadowing wholesaler and advisor meetings. Under the guidance of the GVAAM team, Evan gained quality professional experience in the finance and asset management industry.
Outside of Finance and Economics, Evan enjoys golfing, watching Formula 1 racing, going to Sixers games, and traveling with close friends and family.
Evan Coffey is solely an investment advisor representative of Great Valley Advisor Group, Inc., and not affiliated with LPL Financial.