Designations and Licenses

Trey is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary^®.  

Experience and Education

As a managing director and senior wealth advisor, Trey focuses on developing solutions for individuals, foundations and corporate retirement plans. Prior to joining Mariner, Trey spent eight years as a senior vice president at Adams Hall Wealth Advisors, a firm acquired by Mariner. 

He has a bachelor’s degree from the University of Oklahoma. 

Personal Interests

Trey serves on the board of Building All Children. He is a graduate of Leadership Tulsa Class 42, the G2 Leadership Institute and was named to Oklahoma Magazine’s list of 40 under 40 in 2015. He is a Kansas City Barbeque Society Certified BBQ Judge.