Trey is a Financial Consultant who offers comprehensive financial planning services for busy professionals/executives, select families, and small business owners, all with a special focus on retirement income planning. For more than thirteen years, he has been devoted to high ethical standards and an adherence to a set of core values in his practice: excellence, honesty, integrity, respect, and selfless service. Trey is inspired to help others by drawing upon a wealth of personal family experiences of the rewards of having a financial plan and the potential consequences of having little to none.
Trey is a proud holder of the Retirement Income Certified Professional designation, RICP®, through the American College of Financial Services. Additionally, he holds his Series 7 – General Securities Representative, Series 63 – Uniform State Securities Agent, Series 66 – Uniform Combined State Law, as well as his Texas Life and Health, and variable products licenses.
He is a graduate of the University of North Texas, an alumnus of Lambda Chi Alpha Fraternity, and a founding member of the Lone Star chapter of the American Wine Society. Trey is married to his college sweetheart, Adrienne. They and their spoiled miniature Schnauzer, Sadie, are long-time residents of Lantana, TX. In his spare time, Trey enjoys traveling, golfing, fishing, and spending quality time with family and friends.