After working at a major brokerage and an ultra-high net worth investment advisory firm, Trey joined LNWM because here “there are tools and resources that allow us to maximize opportunities and best serve even the most complex wealth plans.” He brings to his work experience in financial analysis, portfolio management and wealth planning, coupled with a genuine interest in getting to know you and your family.
Trey’s work can help you see with clarity and precision the various ways your assets and finances can serve the life you want for yourself, your family and your community. It is a long-term undertaking that requires getting personal and becoming your family’s trusted source of financial analysis, information and insights.
Born and raised in Seattle, Trey is a 5th generation Washingtonian who greatly enjoys working with successive generations within families, educating the next generation on financial topics while helping them define and develop lifetime interests.
Designations and Education
- B.B.A in Economics and Marketing