With more than 20 years of education and work experience in the areas of insurance and estate planning, Trey is uniquely qualified to understand and assist financial advisors with the challenges of today's insurance planning environment. He earned a Bachelors of Science in Finance from the University of Delaware and his law degree ( J.D.) from the University of San Diego. After passing the California bar exam, Trey returned to the University of San Diego to obtain his Master of Laws of Taxation (LL.M.) in 2001. Trey partners with financial advisors to provide insurance-based solutions to meet strategic estate and business planning goals. Trey's partners become more well-rounded wealth managers by identifying new opportunities, deploying a consistent insurance management process, and making the insurance process scalable and more cost-competitive for their clientele. Trey began his financial services career in 1992 as a Brokerage Representative for a large mutual life insurance company in Philadelphia. Since 1997, he has been a top performer at two well-known life insurance brokerage general agencies serving the institutional and bank advisor marketplace.