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Birchwood is a wealth management firm located in Frisco, TX focused on serving clients who are committed to live financially free.
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Prior to founding Birchwood Wealth Management, Trey spent 9 years as a Financial Advisor at Northwestern Mutual, a financial services organization based in Milwaukee. In 2014, he was named "Advisor of the Year" in his Peer Group for the Dallas/Ft. Worth office. Trey is passionate about serving his clients because with the right financial advice...life can be lived with confidence, clarity, and peace.
Trey is a graduate of Texas Tech University. He has been married to Jen since 1999, and has three children, Jake, Jett and Brynn. He lives in Plano and is actively involved in the local community, serving on the Board of Elders at his church, and coaching youth basketball with Valor Basketball Foundation. |