Trey Ellinger, CFP®
Financial Planner
Trey Ellinger, CFP, specializes in leveraging technology to provide virtual financial planning with a goal-based approach. He helps clients with everything from creating a budget to navigating trust and estate planning strategies.
Trey holds the Certified Financial Planner (CFP) designation, along with FINRA Series 7, 63, and 65 securities licenses. He also holds life, accident, health, and variable contracts insurance licenses.
Trey’s philosophy is rooted in integrity, guided by the belief that doing what’s in his clients’ best interests should always come first.
Fun facts about Trey: He kayaked more than 120 miles from Key Largo to Key West, Florida, in seven days. He is happily married to his wife, Lindsey. During the summer, you’ll often find him boating with family and friends or mountain biking local trails.