Trey believes education is vital to making guided decisions and it is imperative professionals seek to educate. It’s never too late to start planning for financial independence, whether you just entered the work force or are in the middle of retirement, there are tools out there to assist you along the way.
Trey is a Partner at SharpePoint and specializes in the areas of Financial Planning, Compliance, Recruiting and Managing qualified advisors to assist them in achieving their objectives and goals. With over 10 years of experience in the industry in addition to 10 years of service in the Arizona Army National Guard, Trey utilizes his experience to provide a vision for the firm and establish a foundation for the firm to support the demand of an everchanging industry.
Prior to his affiliation with TD Ameritrade Institutional, he worked as a financial advisor at the largest independent brokerage firm, a mid-sized national firm.
Trey sits as Chairman of the Board of Military Assistance Mission, a non-profit organization, established to assist veterans and their families of Operation Enduring Freedom and Iraqi Freedom. He has a very strong passion to aid those that served and are serving.
BA, University of Arizona with a degree in Accounting;
Certificate in Financial Planning, Boston University
CERTIFIED FINANCIAL PLANNER™ (CFP®)