Trey is deeply committed to guiding clients towards financial success, considering it the cornerstone of his service. With a lifelong passion for investing and business, Trey finds fulfillment in helping clients articulate and pursue their goals. His dedication is evident in his tailored approach, where he devotes his expertise to assisting business owners, families, and non-profits in crafting personalized plans that instill confidence and foster lasting wealth. Inspired by Confucius' timeless wisdom, "Love what you do, and you'll never work a day in your life," Trey approaches his work with unwavering enthusiasm. Whether he's assisting a business owner in implementing an effective 401(k) plan or connecting an individual with cash management and legacy planning strategies, Trey remains steadfastly focused on meeting his client’s needs. He maintains an “open door policy,” ensuring he’s readily available to support them at every stage of their financial journey. Outside of his professional endeavors, Trey enjoys residing near the Art Museum in Philadelphia with his wife Katherine, where they cherish leisurely walks along the Schuylkill River trail alongside their son Felix and their beloved chi-mix, Mimi. Trey also contributes his time and expertise as a member of the Board of Directors for Junior Achievement of DE, furthering his commitment to empowering future generations.

Greg has always had a passion for both finance and personalized client service. He specializes in building long-lasting relationships with clients by understanding their financial goals and crafting tailored solutions to help them achieve success. As a Relationship Manager, he prides himself on his ability to communicate complex financial concepts in a clear and understandable manner. Whether it's retirement planning, investment strategies, or wealth management, he works closely with each client to develop a comprehensive financial roadmap aligned with their unique objectives and risk tolerance. His approach is rooted in trust, transparency, and integrity. Outside of the office, he is committed to staying abreast of industry trends and advancements to better serve his clients. He actively participates in professional development opportunities and networking events to expand his knowledge and expertise in the ever-evolving financial landscape. Greg enjoys residing in Haddonfield, NJ with his wife Ashley and soon to be a baby boy. He enjoys spending time with his wife out dining and summer days on the beach. Greg also enjoys working out, playing ice hockey and golf in his leisure time.