Trey (Robert) Ellinger, CFP® specializes in leveraging technology to virtually service his clients with a goal-based financial planning approach. Everything from helping clients create a budget to trust and estate mechanics.

Trey currently holds his Certified Financial Planner™ (CFP®) designation along with his FINRA Series 7, 63 and 65 securities licenses. He also holds Life Insurance, Accidental, Health and Variable Contracts licenses.

His customer philosophy is centered on his personal drive for acting with integrity, ‘always doing what’s in his client’s best interest’ is the golden rule.

Fun facts about Trey – He kayaked over 120 miles from Key Largo to Key West, FL in 7 days. He is happily married to his wife, Lindsey. Most summer weekends he can be found by the lakeshore boating with family and friends or mountain biking the local trails.