Trey is a wealth advisor who focuses on his clients’ short-term needs and long-term goals. Since 2009 he has been engaged in various personal and professional real-estate investments, property management services, and small businesses ventures. He has served clients throughout the country in virtually every stage of life and career. Prior to joining Carson Wealth Trey almost exclusively focused on the unique challenges and opportunities that face our nation’s physicians (e.g., their contracts, compensation, practices, partnerships, loans, benefits, tax-efficient investment needs, asset protection concerns, and risk management strategies).
Trey said that he “…committed to Carson Wealth not only for the personal and professional opportunities it affords but also because of Carson’s commitment to becoming nationally recognized as the most trusted resource for financial advice available for our nation’s high income, high net worth, and ever-expanding retiree populations. We help our clients navigate our global, rapidly changing, multifaceted economic environment and are committed to providing the education, resources, products, and services that best fit our clients’ needs.”
Trey has a bachelor’s degree and two master’s degrees as well as holds the Series 7, Series 66, and Life and Health licenses. Trey is a member of the Southern Arizona Estate Planning Council and has committed much of his time, effort, and resources to working with at risk youth.
Trey’s experiences have given him a unique passion for coming alongside those who are, have been, or are preparing to be caregivers. Trey and his wife Angela have two young boys, Titus (5) and Blaise (4). Trey is a self-declared “un-sophisticated foodie” who enjoys learning, mentorship relationships, reading, working out, and (with two young boys) playing in the great outdoors.
GETTING TO KNOW TREY
Best piece of financial advice I received: “You do not know what you do not know…. It is how you handle the not knowing that makes the most difference.”
What motivates me: “Faith and people”
Favorite holiday: “Christmas”