Licensed financial advisor. Former loan officer. Real estate investor. Author. The map is in your hands — let's read it together.
Personalized guidance on budgeting, investing, credit, debt, and building a plan specific to your situation. Trey is a licensed financial advisor — this is real advisory, not generic content.
Trey brings the Hero's Guide framework to classrooms, college campuses, corporate events, and community programs. Interactive, engaging, and rooted in real experience.
A 6-week group program walking through the Hero's Journey — budgeting through investing — with weekly live sessions, community, and direct access to Trey. Coming 2025.
I moved to Scottsdale after college with a degree, a job, and zero credit history. Landlord after landlord turned me down — not because I was irresponsible, but because I was invisible to a system nobody had ever explained to me.
Years in lending gave me a front-row seat to how people get trapped — good people, hardworking people, who just never got the map. That eventually led me to financial advising, real estate investing, and writing the book I wish someone had handed me at 22.
When you work with me, you're not getting generic advice from someone who read the same books you did. You're getting someone who has sat across the table from both sides of these decisions — and who genuinely wants you to win.
Whether you're looking for 1-on-1 advisory, a speaking engagement, or have a question about the book — reach out below.
Trey typically responds within 1–2 business days.