With over two decades of education and work experience in his area of expertise, Trey is uniquely qualified to understand and assist his clients with the challenges of today’s wealth-planning environment.
He has earned a Bachelors of Science in Finance from the University of Delaware and his law degree (J.D.) from the University of San Diego. After passing the California bar exam, Trey returned to the University of San Diego to obtain his Master of Laws of Taxation (LL.M.) in 2001.
Trey focuses on partnering with major financial institutions, banks, independent advisor groups, and associations to provide wealth and insurance planning services to their clients and members. He additionally collaborates with many attorneys and accountants, assisting them with sophisticated strategies for high net worth families.
Trey began his financial services career as a Brokerage Representative for Connecticut Mutual Life in 1993. During his career, he has led successful teams with R.E. Lee, Highland Capital Brokerage and Millennium Brokerage Group. In his current role as Managing Director, he is responsible for the institutional division at Underwriting Services of America, Inc.
Trey lives in North County San Diego with his wife and two sons.