Trey Turley, CFP®

Trey serves as a Wealth Manager on Creative Planning’s ultra-affluent team, working with some of the highest-net-worth families in the firm. His team includes Creative Planning’s CPAs, estate planning attorneys, tax attorneys, money managers and Chief Investment Officer.

Trey works closely with his clients to develop personalized wealth management plans addressing all aspects of their financial lives, including investments, tax planning, risk management, retirement, education planning and estate planning. After preparing comprehensive wealth management plans for his clients, Trey assists his clients in implementing their plans and continues to work with them to update their plans as their financial situations change.

Trey earned both a Bachelor of Science degree in Finance and a Master of Science degree in Investment Management and Financial Analysis from Creighton University. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Trey and his wife Abbie have two children, Ben and Peter. In his spare time, Trey enjoys golfing, running, watersports, and spending time with his family.