Meet Trey


Trey is one of our Associate Wealth Advisors. Before entering the financial services industry in 2020, Trey was a college football coach. He started as an insurance producer for almost 2 years then earned his series 7 and series 66 designations in late 2022. Trey enjoys building relationships and wants to continuously get better for his clients. He also appreciates the team aspect involved when creating a sound financial plan.

When Trey isn’t spending time growing as an advisor, he enjoys taking trips with his wife. They love to go to new places, try new food, and create memories in new places. Trey was born and raised in Arizona, so most of his family and friends also reside here. Some familiar favorites for Trey and his wife are southern-style cooking, stand-up comedy, sporting events, and an underutilized gym membership.