Associate Financial Planning Consultant
Tenacious. Loyal. Considerate. And lacrosse-playing extraordinaire.
Trey has spent 12 years in the financial services industry, serving in his last role as a Financial Consultant where he managed large institutional accounts in LA and Ventura counties in California. Trey holds a Bachelor of Arts, History and Communication Studies from Furman University in Greenville, South Carolina. He provides integrated planning and investment strategies for individuals and business owners - offering personalized wealth management solutions by incorporating estate planning, risk management, and retirement planning. Trey’s motto? “Your focus is his focus”. Trey is the guy you want on your golf team and the dad to coach your kid’s little league team. He lives in Fillmore with his wife, son, and family dog – he’s still working on the white picket fence.