Trey began performing personal financial planning services through First Financial Group of the South in 1998 after practicing as a CPA for several years. Since that time, he has built his practice specializing in providing investment, retirement, tax and estate planning solutions to successful professionals, business owners and wealthy families in the Gulf Coast area. Trey has been recognized as a member of Lincoln Financial Advisors' elite Select Planner Group which focuses on meeting the needs of very high-net worth individuals since 2004.
Trey has BS and MBA degrees from Spring Hill College. He is active in the Gulf Coast Chapter of the Financial Planning Association and the Mobile Estate Planning Council and serves on the board of trustees of Spring Hill College. He resides in Mobile with his wife, Emma, and sons, Charles and James.
Director, Sagemark Consulting Private Wealth Services
Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.
Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.
Executive Director, Sagemark Consulting Private Wealth Services
Primary area of expertise is developing key concepts and strategies for the high net worth market.
Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, NAIFA and numerous technical and internal Lincoln business management sessions.
National Design/Advanced Planning Attorney
Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.
BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.
Second Vice President of National Design/Advanced Planning
Member of the American and Connecticut Bar Associations.
B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.
Director of Financial Advisory Services
Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.
Master’s degree in Business Administration for The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
Director of Planning
Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.
Summa cum laude, Master's degree graduate from Southern Methodist University.
Areas of expertise include high net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.
Bachelor’s degree from The University of Connecticut and an Associate’s degree from Manchester Community College.