Putting
people first.
Get to know our leadership team
Leadership at the Athens office is dedicated to doing good for our clients, employees and community.
Trey grew up in Snellville, GA. After attending UGA he settled down in Watkinsville with his high school sweetheart, Katie, and wife of 9 years! They have 3 boys – Powell, Clayton, & Beau. Trey enjoys helping his clients establish a financial plan and encouraging people to live abundantly! He spends his free...
Trey grew up in Snellville, GA. After attending UGA he settled down in Watkinsville with his high school sweetheart, Katie, and wife of 9 years! They have 3 boys – Powell, Clayton, & Beau. Trey enjoys helping his clients establish a financial plan and encouraging people to live abundantly! He spends his free time with his family, cheering on the Dawgs, and enjoying the great outdoors.
Allison Isaacs