Associate Portfolio Manager

Trey joined West Financial Services as an Associate Portfolio Manager in January 2018. Originally from Danville, Virginia, Trey graduated with honors from Virginia Tech in May of 2016, and he completed the CFP® Certification Education Track while earning a BS in Finance. His primary responsibilities include portfolio review and analysis. 

Trey lives in Chantilly, Virginia, where he enjoys exercising and spending his free time outdoors.

Professional affiliations/memberships:  Member of the Financial Planning Association