New Heights Planning

At New Heights Planning, we understand the importance of discussing sensitive topics like your values and finances, and guide clients through conversations to make intentional decisions.

To provide the highest quality results possible, we take the time to learn about each client and help them define their financial purpose. Through our regular touchpoints and one-page summaries, we foster effective collaboration, sustained momentum, and flexibility.

New Heights Planning manages investment accounts and provides financial planning. New Heights Planning is an independent, fiduciary, and fee-only advisor, which means I always act in your best interest and never get paid a commission.

Values and Beliefs

 

Personal finance is personal.
Determining the best path requires a deep understanding that goes well beyond the numbers. Our clients are the experts in their lives, and their lives constantly change.

Always strive to deliver maximum value.
Elegant simplicity is the outcome of working through complexity, and fees matter.

Unique, ideal solutions require a thorough approach.
I combine individual situations with analysis, research, and data-driven recommendations.

Optimal long-term outcomes are a result of consistently making high-quality decisions.
An ongoing relationship that focuses on a few priorities at a time maintains momentum and flexibility.

Trevor Winter, CFP®,
Founder and Financial Advisor

As a former Shell employee, I know what it’s like to be a professional at a large energy company: fascinating work, great people, and excellent pay accompanied by frequent lay-offs, corporate bureaucracy, and never-ending meetings. My favorite part was helping people realize the career they desired. Now I help people optimize their finances to realize the life they desire. 

I chose to leave Shell and transition into financial advising to go from work I liked to work I love. Before starting New Heights Planning, I built financial plans for high-net-worth individuals and families at Asset Management Advisors. I later founded New Heights Planning to do this for those I like working with the most, Shell and other oil and gas professionals.

I am committed to learning and always continuing my education to best serve you. I have:

  • Completed the financial planning program at Rice University and am a CERTIFIED FINANCIAL PLANNER™ professional.
  • Received the CRPC® designation from the College for Financial Planning and passed the Series 65 exam.
  • Joined the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network.

Outside of New Heights Planning, you can find me with my wife, Anne, and our children, Evie, Theo, and Norah. We love to cook and entertain at our home in the Heights and enjoy exploring all the neighborhood has to offer. We also make traveling an essential part of our life, both to see family and for vacation.

We enjoy giving back to the community. I mentor with Emerge and have mentored multiple high school seniors as they prepare for college. You may also see Anne and I at the Houston Food Bank, assisting the Brighter Bites organization in helping families access fresh produce to form healthier habits and lifestyles.

Jamie McDuffie,
Client Service Associate

With a background in digital marketing and hospitality, I have always thrived in roles that blend creativity, organization, and client service. Now, as a Client Services Associate at New Heights Planning, I’m excited to bring my skills into financial services.

Beyond work, I’m a dedicated mom to my 4-year-old, Sabali, which has sharpened my ability to multitask, problem-solve, and adapt to new challenges—skills that translate seamlessly into my professional life. Learning new languages and trying different cuisines are currently my favorite things to do as of right now. I love exploring new opportunities for growth and development, and I’m eager to contribute to the success of our clients!

Focus Partners Advisor Solutions is a comprehensive wealth management platform that delivers practice support and management services created to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. 

Focus Partners Advisor Solutions is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Advisor Solutions is also available on the SEC’s website at www.adviserinfo.sec.gov.

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