Trey works to streamline the inherent complexity of wealth planning for high-net-worth and ultra-high-net-worth clients so assets and finances can be deployed effectively and in line with life ambitions.
Trey is involved in all aspects of LNW client account management and planning, including working closely with LNW wealth managers to create, implement and monitor client investment portfolios and wealth plans, to maintain the appropriate strategic allocations within portfolios, and to propose solutions that enhance the overall client relationship.
Of special interest for Trey is educating the younger generations within client families to assume more financial responsibility in context of unique opportunities and challenges. Prior to LNW, Trey worked at Corient and before that he was an advisor at Wells Fargo Advisors Financial Network.
- B.B.A in Economics and Marketing, Gonzaga University
- Future Major Donors Task Force, The Nature Conservancy
- Volunteer, YMCA
Enjoying Seattle Mariners baseball and Gonzaga basketball, especially with family and friends!