Trey specializes in goal-based financial planning by creating objectives and implementing benchmarks to achieve his client's goals together. Trey has been in the industry for 5 years, however, he grew up in a financially educated household. He often joke that he learned more around the kitchen table than most learn from formal education. Trey's customer philosophy is simple, ‘doing right by my clients’ is the golden rule. Unfortunately, that is often overlooked in the Financial Advisory business. By creating a mutual level of trust and respect as the foundational base for openly discussing all personal financial information his clients gain significant value.

Fun fact about Trey - He kayaked over 120 miles from Key Largo to Key West, FL over a 7-day time frame with his dad and 3 best friends, sleeping in hammocks on the islands along the way. (Before you judge! He would never do that trip again, definitely underestimated it.)

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

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