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(402) 328-8800  Toll Free: (800) 897-1588

Trey finds great joy and a sense of purpose in simplifying the complex world of investing and helping clients find the ever elusive balance between living in the present and saving for the future.  He believes that the spice of life is to consistently grow and develop spiritually, personally, professionally and physically.

A 2001 graduate of the University of Nebraska, Trey started his business career in the Private Client Services division of Wells Fargo Bank.  He joined P&A in June of 2006, passed his Series 65 exam, and has since earned his CERTIFIED FINANCIAL PLANNER™ designation.

Trey is a scratch golfer and loves to compete. He is past president of the Lincoln Children’s Museum Board and currently serves on the Bryan LGH Foundation Board as well as the Developmental Services of Nebraska Board.  Trey is also the Chapter Advisor of the Sigma Chi Fraternity at UNL. Born and raised in Lincoln, he and his wife Shari are the proud parents of three girls and a boy: Maci, Lexi, Vivi, and Cruz.


I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods:

Phone: 402-328-8800


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