Trey serves as a Wealth Manager, working closely with his clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Trey covers all aspects of professional wealth management.
Trey offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Trey served as an advisor at a multi-family office where he focused on holistic financial planning and investment research.
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 one child, Peter. In his spare time, Trey enjoys golfing, running, watersports, and spending time with his family.
*See all Creative Planning disclosures and sources.