Rodger (Trey) Isom Portfolio Manager West Financial Services

Rodger (Trey) Isom, CFP®

Portfolio Manager

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