Trey joined Glass Jacobson as a Senior Wealth Advisor in June 2019. He specializes in helping his clients achieve their goals through holistic financial planning and investment management.

Before joining Glass Jacobson, Trey most recently worked at TIAA as a Wealth Management Advisor. In this role, he developed comprehensive financial plans for individuals and their families.

Trey earned an MBA from the George Washington University (2011) and a bachelor’s degree in finance from the University of North Carolina at Wilmington (2001). He also holds the Chartered Alternative Investment Analyst (CAIA) designation and state Life and Health Insurance License.

When Trey isn’t at the office, he enjoys spending time with his wife Cassie and their two daughters. He also enjoys traveling, photography and running/hiking.