Collective Family Office, LLC

Trevor Kasulen is a financial advisor at Collective Family Office, LLC with Series 65 credentials and several years of experience spanning roles in engineering, hospitality, and education prior to joining the firm. He has been with Collective Family Office since 2025. Collective Family Office, LLC manages approximately $446 million in discretionary assets and serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, employing strategies that may include derivatives and structured products, with a focus on tailored portfolio management and comprehensive client service.

David Sivel is a CFP® with 21 years of industry experience, currently serving at Collective Family Office, LLC since 2019. Prior to this, he worked at BNY Mellon Wealth Management for four years. Collective Family Office, LLC advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $446 million in discretionary assets and employs a tailored investment process that integrates fundamental, technical, and cyclical analysis, with portfolios that may include derivative strategies and structured products.

Brian Luster is a financial advisor at Collective Family Office, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at BNY Mellon Wealth Management, The Abernathy Group II Family Office, APB Financial Group, LLC, and The Abernathy Group II, LLC. Collective Family Office, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $446 million in discretionary assets. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing, and employs strategies including derivatives and structured products.