My name is Trey Wesenberg and I am a financial advisor with Northwestern Mutual in Charleston, South Carolina. I help individuals and families build intentional, personalized financial strategies tailored to their goals and values. I’m proud to work with one of the strongest and most respected financial companies in the country, an organization that shares my commitment to long-term planning, integrity, and putting clients first.

Originally from Modesto, California, I graduated from Clemson University and bring both analytical discipline and a genuine, relationship-driven approach to my work. Whether I’m helping someone take their first financial steps or guiding them through complex planning decisions, my goal is to simplify the process and empower them to make confident choices.

I had the honor of attending the 285th Fastrack Academy which is an advanced leadership and development experience within Northwestern Mutual that deepened my skills and broadened my perspective as an advisor.

Outside of work, I’m committed to personal growth and wellness. I work out daily and enjoy pushing my limits physically and mentally. That same drive and discipline shape how I serve my clients every day.

As a young professional, I’m focused on making a meaningful impact and helping others live fuller, more intentional lives because to me, financial planning isn’t just about numbers it’s about building a future you’re truly excited about.

Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.