Trey plays a key role in the JAG team, preparing and analyzing financial data to support advisors in their everyday tasks. His efforts helps the team support their clients to give them the freedom to focus on what matters most to them.
Trey earned his Bachelor of Science in Personal Financial Planning from Kansas State University. Before joining JAG, he gained valuable experience as an intern at another financial planning firm and as a bank teller.
A lifelong resident of Silver Lake, Kansas, Trey enjoys spending time with friends and family, cheering on K-State, golfing and walking his dogs. He finds great satisfaction in being part of a team that helps individuals become financially sound.
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