At Persium, Trey’s efforts are focused on advising clients and new business development. He specializes in working with closely held business owners to plan for their business exit, institutional and individual investors to design investment strategies to meet their needs in an efficient manner, and retirement plan sponsors to fulfill fiduciary responsibilities. Trey has spent more than fifteen years working with closely held businesses and assisting the owners with their needs. Prior to joining Persium, Trey worked as a trust officer within the banking industry identifying and implementing solutions for clients including: deferred compensation plans, 401(k) plans, traditional pensions, a