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.