Meet Trey

Trey is our Insurance Operations Specialist, bringing a unique background to the financial services industry. Before transitioning to finance in 2020, he was a college football coach, instilling in him a passion for leadership and strategy. He began his career as an insurance producer, gaining nearly two years of experience before earning his Series 7 and Series 66 designations in late 2022. Trey thrives on building strong relationships and is committed to continuously improving for the benefit of our clients. He has a deep appreciation for the complexities of risk protection in financial planning and leverages his experience as an advisor to help create stronger financial outcomes when insurance and annuities are part of the equation.

Outside of his professional growth, Trey enjoys meeting new people and embracing new experiences. A proud Arizona native, he remains close to his family and lifelong friends. Some of his favorite pastimes include indulging in southern-style cooking, enjoying stand-up comedy, attending sporting events, and staying active at the gym.