Trey works with a broad range of individuals and families, multi-generational families, those preparing for retirement, helping clients navigate estate planning coordination, portfolio construction and asset allocation, tax-efficient planning.

He takes a goal-oriented and personalized approach to planning, rooted in proactive planning and meaningful client relationships.

Trey earned degrees in History and Communication Studies. His educational background supports a thoughtful and goal-oriented approach to helping clients navigate important financial decisions.

Outside of work, Trey enjoys spending time with his wife and two children, caring for their dogs, and managing the family ranch. Family and community are important parts of his life.

Serving clients in and around Oxnard, CA.