Get to Know Us
Meet the advisors who make it all happen
Erin Itkoe, CPA/PFS™, CFP®
President & Wealth Advisor
Erin is the President and a Wealth Advisor at Luminescent Wealth Management, Inc. Since beginning her career in 2003, Erin has provided comprehensive strategic solutions to a wide range of clients, their families, and their related entities. She specializes in integrating tax and estate planning, family governance, next-generation education, philanthropy, retirement planning, and investment strategy into holistic wealth solutions.
Erin strongly believes in continuing education, and as such, she holds a unique combination of advanced credentials. She is a CPA/PFS™ and a CERTIFIED FINANCIAL PLANNER® professional, which allows her to bring a unique tax-focused perspective to wealth strategy. Erin is also an Accredited Estate Planner® and a Chartered Advisor in Philanthropy®. She earned a Master of Taxation and a Bachelor of Science in Accountancy and Computer Information Systems from Arizona State University’s W.P. Carey School of Business.
Erin is actively engaged in advancing the financial planning profession. In 2023, she accepted a nomination to serve on the American Institute of CPAs (AICPA) Personal Financial Planning (PFP) Executive Committee for a three-year term. She is also a member of the Tax & PFP Integration task force and serves as chair of the PFP Champions task force. In addition to the AICPA, Erin is also a member of the Financial Planning Association, Arizona Society of Certified Public Accountants, and Central Arizona Estate Planning Council.
Locally, Erin has been a member of the planning committee for the Tax & Legal Seminar, sponsored by the Arizona Community Foundation and the Center for Jewish Philanthropy of Greater Phoenix, since 2012. She served as Seminar Vice Chair in 2023 and was appointed Chair for 2024 and 2025. She previously served on the board of the Financial Planning Association of Greater Phoenix from 2015 to 2020, including a term as President in 2019.
A passionate advocate for financial literacy and community support, Erin has volunteered with Fresh Start Women’s Foundation since 2016. She regularly presents a financial planning and investments program to help women in need become better educated about their finances and planning for the future. She joined the organization’s Auxiliary Board in 2021 and has held several leadership roles, including co-chairing its 2024 fundraising luncheon.
Outside of the office, she enjoys spending time with her family and values creating memories through experiences.
Erin’s Path
Southern California Enthusiast
Starting as early as age three, annual family trips to Southern California sparked Erin’s lifelong love for San Diego and Disneyland, which are her true happy places. She still visits both regularly with her family. She loves to be by the water, just not on it!
Certified Sweet Tooth
Even as a child, Erin has never said no to chocolate and has always said yes to cupcakes. She swears pastel M&M’s taste better than the regular ones.
Concert Lover
Erin’s first concert was The Beach Boys at the Arizona State Fair with her family. Since then, she’s attended over 300 concerts and even scored a high-five from Tim McGraw!
Suns Fan for Life
Erin and her sister have been Phoenix Suns fans since the Charles Barkley era in the ’90s. She tries her best to never miss a game, especially during playoff season!
’90s Boy Band Fan
Math always came naturally to Erin. In high school, she was recruited to tutor her sister in geometry. Her payment? An *NSYNC album. This launched her love for ’90s boy bands.
Gift Wrapping Pro
Erin’s first job was in the shoe department at Mervyn’s. She later moved to the back office, where she developed a secret skill: professional-level gift wrapping.
Career Path
As a child, Erin dreamed of becoming a teacher. In high school, journalism caught her interest due to her love of writing. But her natural talent in math led her to earn degrees in Accountancy and Computer Information Systems.
Loyal D-Backs Fan
Erin’s family has always been a baseball family. Growing up, they regularly attended spring training games and have been loyal Arizona D-backs fans since the team's inception. She’s already visited 7 MLB ballparks and plans to check all 30 off her list!
Making a Difference
After witnessing how a close family friend’s life-changing event affected both their finances and family dynamics, Erin was inspired to help others avoid facing similar challenges. That experience sparked her decision to pursue a career in financial planning, where she could make a meaningful impact on people’s lives.
Big Apple Obsessed
Erin’s favorite city to visit is New York City (her first of many trips was in 2007). She loves the culture, the energy, and (of course) the food. Favorite NYC activity? Seeing Broadway shows.
CPA Since 2007
Earlier in her career, Erin prepared and reviewed tax returns for individuals and trusts. Today, she applies that expertise to help clients identify strategic tax planning opportunities.
Dog Lover
Erin has always loved dogs and had two family dogs growing up. Erin and her sister’s Shih Tzus, Maggie and Daisy, are sisters from the same litter and the heart of their family. You’ll even spot “Maggie Blue” featured in our logo!
Trevor Scheid, CFP®
Vice President & Wealth Advisor
Trevor is the Vice President and a Wealth Advisor at Luminescent Wealth Management, Inc. With over a decade of experience guiding clients through complex financial decisions, he brings both technical expertise and a genuine commitment to helping individuals and families navigate their financial futures with confidence. He has served in a range of advisory roles and has developed a deep understanding of the strategies and personal nuances that drive meaningful financial outcomes.
Trevor earned his Bachelor of Science in Finance from Arizona State University’s W.P. Carey School of Business. He then set his sights on learning the ins and outs of financial planning and became a CERTIFIED FINANCIAL PLANNER® professional in 2018. During his professional career, he has been a member of the Financial Planning Association and the Central Arizona Estate Planning Council, remaining engaged with the broader financial planning community.
In addition to financial planning, Trevor has a strong passion for investment and portfolio management. He believes a successful investment strategy requires a careful balance between historical data analysis and a disciplined, long-term approach. By avoiding unnecessary speculation and focusing on sound, time-tested principles, he works to build portfolios that help clients weather market fluctuations and stay on track toward their goals. His process emphasizes diversification, risk management, and aligning investments with each client’s unique financial plan.
At Luminescent Wealth Management, Inc., Trevor focuses on positioning clients’ resources with their goals, ensuring each financial plan is both practical and personalized. His approach is rooted in a belief that the best results come from a partnership built on trust and clarity. His inquisitive and deliberate nature lends itself to making well-informed and sound decisions.
Outside the office, Trevor values time spent with family. He believes that strong relationships are the foundation for a fulfilling life.
Trevor’s Path
Family Reunions
Some of Trevor’s favorite childhood memories came from annual family reunions at his grandparents’ lake house in Illinois. Days were filled with water skiing, tubing, and running through the trees until the sun went down.
Little League Champion
In fourth grade, Trevor and his team won their league’s championship, sparking a lifelong passion for baseball and teaching him the value of teamwork from an early age.
Drumroll Please
Music has always been a creative outlet for Trevor. He once performed at a school concert where a member of Sister Sledge, in the audience to support her son, told Trevor he had great rhythm. That encouragement fueled his love for music and live performances.
Movie-Goer
With a dad who worked at AMC, Trevor grew up spending plenty of time at the movies. From action-packed blockbusters to animated classics, frequent trips to the theater became a family tradition that sparked his lasting love of film.
First Job
Trevor’s first job was at Party City, where he quickly became a go-to expert for building intricate balloon bouquets. Working as part of a team and handling responsibilities right out of the gate gave him a taste of accountability and hard work.
College Days
During college, Trevor discovered his true passion for investing. He even created his own “mock mutual fund” in Excel and compared performance against the S&P 500.
Perfect Fit
Trevor found the perfect career fit in financial planning by blending technical finance knowledge with a personal, human element. This blend continues to guide his approach to helping clients today.
Building Blocks
From operating a forklift at a lumber yard to waiting tables, Trevor held a variety of jobs before stepping into finance. These experiences deepened his appreciation for having an office job.
Fatherhood
Trevor became a father at a young age, a life-changing experience that shaped him profoundly. When people remark, “You must have grown up quickly,” his answer is always a resounding yes. He is grateful for the ways fatherhood influenced who he is today, both personally and professionally.
Finding Balance
Amidst the busyness of building his career and raising a family, Trevor discovered the value of mindfulness and meditation. Taking time for reflection, focus, and gratitude became an important practice that helps him stay grounded both in day-to-day life and when guiding clients through important financial decisions.
Volleyball Dad Era
Trevor’s first-ever trip to Las Vegas was for a weekend-long volleyball tournament, where he proudly watched his daughter compete with her club team. That tournament officially marked the start of his “Volleyball Dad” era, cheering on her dedication and teamwork from the sidelines.