Trey serves as an Associate Wealth Advisor at Adams Wealth Advisors, where he brings his expertise and passion for financial planning to our St. George office. In his role, Trey is dedicated to helping clients achieve their financial goals through personalized strategies and comprehensive wealth management services. His commitment to excellence and client satisfaction makes him a valuable asset to our team.
Trey holds a bachelor’s degree in finance from Westminster University and a master’s degree in Business Data Science and Analytics from Angelo State University. His academic background provides a strong foundation in both financial principles and data-driven decision-making. Before joining Adams Wealth Advisors, Trey gained valuable experience working in the Workplace Planning Department at Fidelity, where he honed his skills in financial planning and client relations. Additionally, Trey has an impressive résumé in athletics, having played college basketball at Snow College, Utah Valley University, Westminster University, and Angelo State University.
Outside of his professional life, Trey is a devoted family man. He and his wife have one daughter, and he loves spending time with both of them any chance he gets. Additionally, Trey is a basketball and football fanatic, and you can frequently find him catching up on the latest sporting events.