Trey specializes in providing comprehensive wealth management solutions for business owners, executives and high-net-worth families. He has 33 years of financial services experience.
Prior to joining Mariner, Trey spent 18 years at A.G. Edwards, where he served as a financial consultant, senior vice president and investment officer. While there, he developed wealth solutions for clients that included financial planning, retirement planning, college savings planning and estate planning. He has a DACFP certification in blockchain and digital assets.
Trey has a bachelor’s degree in business administration from the University of Kansas. He is a member of the Financial Planners Association of Greater Kansas City.