Trey primarily works with closely held private businesses, medical professionals, and educators. Trey's ability to leverage the experience of his team, combined with his comprehensive knowledge of business and personal strategies, enables him to provide holistic solutions tailored to the unique needs of each client.
Growing up as a Native Hawaiian, Trey was instilled with the responsibility to care for others and help those in need. He attended Kamehameha Schools and Pacific University with a degree in Video Production. Striving to learn and grow in a tough job market, he went back to school for his Masters in Business Administration.
Trey started as a client of the firm when he turned his hobby into a business. In 2020, he decided to join the firm and take that cultural responsibility to help his clients achieve success beyond what they thought was possible.
In 2021, Trey and his fiancé were blessed with the arrival of their daughter. As a father, partner, and financial professional, he defines being wealthy as having the cash flow to live the life you want to live. His commitments to his family and their financial well-being inspire him every day to provide the highest level of service to his clients.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4080131. | 2023-164733 Exp. 11/25