Trey Smith

TREY SMITH is a financial advisor with over fifteen years of investment and consulting experience. He works closely with clients to assess their financial situation, goals, and risk tolerance to develop and execute suitable financial plans that meet their needs. Trey obtained his BA in economics from the University of Illinois and completed the executive MBA program at Vanderbilt University. He also holds designations as a CFP®, CIMA®, CPWA®, ChFC®, and CRPC® and has written articles for such organizations as CNBC and provided continuing education for lawyers through the National Business Institute. This is Trey’s second book, following The Tips, Tricks and $ Advice They Didn’t Teach You in College, which reached the top of several Amazon best-seller lists. Trey enjoys spending time with his wife, Dianne, and his two daughters, Katelyn and Larissa.