Trey joined West Financial Services in January 2018. Originally from Danville, Virginia, Trey graduated with honors from Virginia Tech where he completed the CFP® Certification Education Track while earning a BS in Finance. His primary responsibilities include portfolio review and analysis.
Trey lives in Broadlands, Virginia, with his wife and two dogs. They enjoy doing almost anything outdoors.
Professional Affiliations/Memberships
Member of the Financial Planning Association