“As an experienced advisor in 401k plans, Trey helped me understand my responsibilities and duties as a fiduciary. He walked me through the complex details and worked tirelessly on our behalf when terminating our plan. His advice was invaluable. He pulled off what seemed like an impossible task.”

"Trey - As you can see by the attached, plaintiffs’ claims were dismissed and the trial has been vacated.  Thank you for all of your assistance.  You can add another engagement in the win column. It was a pleasure working with you on this project."

"The two prior companies I retained did not understand my 38-year-old policy from a major carrier. Trey was referred to me by my financial advisor who advised me that Trey could resolve my issues! Trey spent the time to explain my options and understand the details of the policy when no one else could. He made one phone call and accomplished what the others could not in one year. Within 60 days my problems were resolved due to his advice and expertise and he maximized the value of my coverage for me and my family."

“Big shout for Trey! I have great news! Thanks to Trey’s expertise, they are going to have $67,132 of federal and state refunds on their amended returns! We will also have a $12,150 capital loss carryover to use on their future tax returns for a little more tax benefit. This is awesome customer service, Trey.”