Our Team
Trey Oler, RP®
Trey Oler is a Registered Paraplanner℠ and handles analytical needs from portfolio rebalancing to assisting with financial planning. With a Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University-Idaho, Trey is an investment professional with an analytical mind. He applies to his job as a Paraplanner™ the steady work ethic he developed growing up on a family farm in Idaho and working his way through college. Outside the office, Trey enjoys hiking and camping with his family.