Senior Vice President, The Smith Group
Trey Smith is a financial advisor with over fifteen years of investment and consulting experience. He works closely with clients to assess their financial situation, goals, and risk tolerance to develop and execute suitable financial plans that meet their needs. Trey obtained his BA in economics from the University of Illinois and completed the executive MBA program at Vanderbilt University. He also holds designations as a CFP®, CIMA®, CPWA®, ChFC®, and CRPC® and has written articles for such organizations as CNBC and provided continuing education for lawyers through the National Business Institute. This is Trey’s second book, following The Tips, Tricks and $ Advice They Didn’t Teach You in College, which reached the top of several Amazon best-seller lists. Trey enjoys spending time with his wife, Dianne, and his two daughters, Katelyn and Larissa.
Money Does Grow On Trees - The Family Tree
Publication Date: December 2016
We all want to protect our families. We work our jobs to put food on the table, to keep a roof over their heads, and to provide for them. With a solid financial plan in place, you can go that extra step to know that your financial and moral legacy will continue to comfort them for generations to come.
Inside, financial planner Trey Smith imparts his knowledge and experience to his own family and to yours. In each section, Trey tackles a different stage in life and the strategies you can use to overcome life’s biggest challenges: knowledge for couples progressing through life, guidance for those who have lost a loved one, and direction for young adults just beginning their financial journey. Because it’s written as guidance for Trey’s own wife and children, you can trust that it is heartfelt and honest.
No matter your age or role in the family, Money Does Grow on Trees―The Family Tree can help you confidently achieve your goals and face the future together.