Meet the Team
Diversified Experience is Our Strength.
Trey Vineyard, CFP® Principal Executive Officer
Trey guides clients through retirement 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.