Trey guides clients through financial planning with more than a decade of industry experience and the confidence of an Army veteran. He believes education is vital to making guided decisions and it is imperative professionals seek to educate and guide.
Trey has a bachelor’s degree in accounting from the University of Arizona. He earned his CERTIFIED PROFESSIONAL PLANNER™ (CFP®) certification in 2014 and continues to further his industry education.
Trey served with the Arizona Army National Guard for 10 years. In addition to his commitment to the Guard, he is the chairman of the Board of Military Assistance Mission, a nonprofit organization established to assist veterans and their families of Operation Enduring Freedom and Iraqi Freedom. He has a very strong passion to aid those who served and are serving.
Michael believes in building diversified portfolios based on Modern Portfolio Theory, ensuring adequate return for the level of risk taken. Well-constructed, multi-asset portfolios have the opportunity to outperform over the long run by protecting capital in down markets and participating in up markets.
Before joining VINITY, Michael held various roles that helped him gain a breadth of knowledge throughout his career, including research, analysis, trading, and operations. Michael earned his bachelor’s degree in finance from the University of Nebraska-Lincoln. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Kristen is a financial professional and insurance strategist with more than 26 years of experience in the areas of Wealth Management, Estate and Succession Planning and comprehensive Insurance Concepts. She takes a holistic approach to financial planning to better help clients fulfill their dream retirements.
Kristen and her husband, Bobby, moved to Arizona from Colorado, where she owned her own multi-line consulting agency for over 20 years with a remarkable history of goal achievement and measurable client loyalty.
Kate is a dynamic and accomplished leader with an extensive background in Risk Management, protection portfolios and advanced insurance strategies. Kate’s history of mentorship, development and innovative resource management have earned her a cache of industry recognition too numerous to list.
Kate’s primary motivation within the industry is to provide education and guidance to her clients, empowering them to confidently enact the professional advice she imparts, protecting them and their future. This impressive portrait is what drove us to seek out Kate and specifically request her to be an integral part of our future as well.
With Kate at the helm, we are positive that our Risk Management Group and the alliance we have with many well-known institutions will provide our clients with vital sophisticated solutions, impeccable service and a team of varied professionals dedicated to our clients’ success.
Ricardo is an enthusiastic, dedicated, Business Management professional with 15 years as a trusted financial and insurance advisor to families, individuals and business owners. Ricardo is licensed in Property, Casualty, Life and Health Insurance. He is a graduate of the University of Arizona (Bachelor of Arts) and Keller Graduate School of Management (MBA).
Ricardo is involved in building a strong company culture, evaluating and transforming everyday tasks into more efficient practices in alignment with the firm’s strategic objectives.
As a new dad, Ricardo spends all of his free time with his daughter Olivia and girlfriend Marlene.
Investment advice offered through Vinity Financial Group, a Registered Investment Advisor.
Insurance offered through Vinity Insurance Group. Vinity Financial Group and Vinity Insurance Group are separate entities.
Vinity Financial Group and Vinity Insurance Group do business as VINITY.
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