Trey is more than just a CPA—he’s a trusted advisor who takes a personal approach to financial strategy and tax planning. With experience working alongside high-net-worth individuals, their trusts, and businesses, he understands that financial decisions are more than just numbers—they’re about security, growth, and peace of mind.

His expertise also spans investment partnerships, corporate tax strategies, and SEC reporting, including 10-K and 10-Q filings. As a fractional CFO, Trey works closely with businesses to create sustainable financial plans, mitigate risks, and unlock new opportunities. Whether helping clients navigate complex regulations or optimizing tax efficiency, he brings clarity and confidence to every financial decision.

At the core of his practice is an unwavering commitment to integrity and excellence. Trey believes that financial guidance should be transparent, thoughtful, and tailored to each client’s unique goals. His approach isn’t just about technical precision—it’s about fostering trust and delivering real results that make a difference.

With a warm, insightful approach and a passion for helping clients succeed, Trey remains a steadfast partner in financial strategy, empowering individuals and businesses to make smart, forward-thinking decisions.