Trey Chatterton

Trey is passionate about the financial industry and holds his CFP® (Certified Financial Planner®), ChFC® (Chartered Financial Consultant®), and CEPA® (Certified Exit Planning Advisor®) designations, as well as his Series 7 and 66 licenses. He is a graduate of the University of Southern California, where he studied Business Administration with an emphasis in Marketing.

Trey is focused on taking small steps to improve every day and values building long-lasting relationships. With his caring and empathetic nature, he finds fulfillment in helping others achieve their goals.