Trevor Balliet

Trevor Balliet

Business Insurance


I have two black labrador retrievers and one orange cat. I love to attend concerts, comedy shows, and play golf. After work you can find me either sweating profusely at F45 or having a beer at one of the many breweries. It's all about balance.


My referral was to Mitch Boehm, the financial advisor on my team. My wife's friend had just inherited an IRA but did not know what to do with it. I discussed with her that there could be tax implications and she should discuss her options with Mitch. I knew about the possible implications from listening to Mitch's infominutes and seven minutes. I made the connection through a 3 way email where Mitch handled it from there!

Referral Trigger Response

JF Shaw Insurance

JF Shaw Insurance


271 Roswell St NE
Marietta, GA 30060


My best client John, has spent countless hours building his business. He wants to know that in the event of a loss there will be coverage to protect his hard work. I can identify his risks and give him the coverage he needs to safeguard what he's built.


7-Minute Presentation Workshop 03/21/2022
How to Benefit from an Association 02/21/2022
How to Build a Referral Marketing Plan 01/17/2022
GateOpener Workshop 11/15/2021
Orientation Essentials 10/18/2021
InfoMinute Seminar 10/18/2021
Best Client Workshop 10/18/2021


Endorsement Letters I've Given

Cumberland Team

Introduced by:

Joined on 10/13/2021


ParticipationCoOrdinator 08/08/2022
VisitorCoOrdinator 05/31/2023
MembershipCoOrdinator 12/16/2021
100% Club 08/11/2022


Business Services | Insurance

Business Insurance

General Liability

Workmans Comp

Commercial Auto


Filing Cabinet