Trey started working for Gevers Wealth Management during summers in high school, and is currently working part-time while finishing up his senior year at the University of Redlands where he will be graduating with a Bachelor’s Degree in Business Administration with an emphasis on finance. Trey passed his initial securities licensing exams while in college, and is constantly taking financial classes and reading to continue his professional growth. He credits his enthusiasm for investing back to his first investment account at a very young age. He is a problem solver and gifted communicator and can convey financial concepts and strategies clearly and thoroughly. Trey has been assisting in our investment research and asset allocation, and contributed valuable work for the recent changes to our tactical portfolio. He has also been assisting many clients with Federal Income Tax projections for 2020. Trey has a passion for and growing expertise in special areas including SPAC investing, cryptocurrency as a portfolio hedge, and 529 plans.
Trey was born and raised in Issaquah and has a passion for all things outdoors: snowboarding, surfing, running, bowhunting and mountain biking. He was a multiple sport state athlete and a school record holder at Issaquah high school, and two sport athlete in college including a successful college football career. Trey loves to travel and has recently taken up photography and videography to capture memories that come along with it. He loves a good story and is in constant pursuit of his next great adventure.