Trey Byrd, CFP®
Wealth Manager
Trey serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Trey has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Trey served as a financial consultant for a national investment advisory firm, where he specialized in investment management and financial plan creation and execution.
Trey earned a Bachelor of Science degree in finance from the University of Kansas and a Master of Science degree in finance from the University of Missouri-Kansas City. He is also a CERTIFIED FINANCIAL PLANNER<sup>®️</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Trey and his wife, Susette, reside in Kansas City with their daughter, Bella. Trey is a sports fan (and an avid supporter of the Kansas Jayhawks and Kansas City Chiefs) and has a passion for anything culinary, whether cooking, entertaining or just enjoying good food.
Articles by Trey Byrd, CFP®
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