A founding member of the team, Trea has worked in the financial industry since 1992. He spent the early part of his career working with institutional clients for a mutual fund company and later with a regional pension consulting firm serving business owners and professional practices. Trea has spent over 25 years as a financial advisor, using a financial planning and investment consulting approach for individuals, families and institutional clients. Pairing his institutional background with his CERTIFIED FINANCIAL PLANNER™ certification Trea keeps the team focused on leveraging Wealth Management as a way to create capacity and build generational wealth for clients. “We are partners with our clients in this journey, and I view team success when, through our process, financial stress is removed from the lives of our clients.”
A native of the Carolinas, Trea graduated from the University of Alabama with a Bachelor of Science in Commerce and Business Administration degree in Corporate Finance. When he is not spending time with his family, Trea enjoys the outdoors; including fishing, biking and hiking. Trea and his wife have two young adult children.