Trey doesn’t just know numbers, he understands people. Trey’s approach engages forward-thinking strategies in real-world contexts. We take the time to learn about your values, understand your goals, and equip your team to implement winning solutions. 

Trey brings over a decade of financial experience in healthcare, tech start-ups, and legacy firms to his work. With a passion for efficiency and strong communication skills, Trey partners with his clients to formulate plans tailored to their needs.