Trey is the owner of Cure Financial, as well as a Financial Advisor. As a naturally analytical person who also has a passion for serving others, the financial industry was a perfect fit for Trey. His father originally founded the business in 1958, so he was introduced to the field early on in life.
Having always found finances easy to understand, Trey was often puzzled when he noticed that this was an area where many people struggled. So, he decided to make it his career to simplify issues related to personal finance in ways that anyone could understand, and to help others pursue their life goals through straightforward, clear financial guidance.
Trey attended the University of Texas, where he received a degree in Mathematics. He began working in the financial industry in 1990, always choosing to work as an independent advisor while serving his own clients. He joined his father’s firm, which would later become Cure Financial, and worked alongside him for many years.
Trey received his Series 7, 24, and 63 securities licenses in 1996, and the designation of Certified Wealth Strategist® in 2013. He believes in taking a dreams-focused approach to financial planning—one that’s focused more on what you want out of life, and less on how much money you think you should have. His goal as a wealth advisor to his clients is to help make their lives better.
Born in Abilene, TX, Trey and his family moved to Plano when he was six years old. He continues to live there with his wife, Susan. His family maintains a home on Cedar Creek Lake in East Texas, and enjoys sharing their retreat with family and friends. He is passionate about the relationships he builds with friends, family, and clients alike, and finds nothing more enjoyable than surrounding himself with people he cares about. Trey enjoys boating, hiking, and fishing, and is an amateur photographer in his free time.
Trey’s greatest joy comes from helping and serving people, and he loves being able to do exactly that every day at his job. He also volunteers with his church, where he has served on the Board of Trustees and on several other committees and missions over the years. He believes in both teaching and embodying a work-hard-play-hard mentality—a philosophy that guides his dream-based approach to financial planning.