Trey Touchstone is the President, Director of Investment Management, and Chief Compliance Officer at Lifeway Financial Corporation. Trey is also a shareholder. Trey is responsible for directing the ongoing research and analysis of security markets, investment sectors, and investment innovations. Trey is also responsible for the ongoing management of client investment portfolios and wealth management needs. Trey holds the Chartered Financial Analyst® designation and is a member of the CFA Institute®. He also received a Certificate in Quantitative Finance. As an Enrolled Agent, Trey is a federally authorized tax practitioner with unlimited practice rights before the IRS. Trey