Building on his early experience in the funeral industry and nonprofit data management, Trey brings a unique combination of operational insight, systems thinking, and client-centered perspective to Joseph Legacy Planning. His background cultivated a deep appreciation for the practical and emotional realities families face during life transitions, which now informs his work in estate planning.

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Trey applies his remarkable precision and technical proficiency in customer relationship management to strengthen internal workflows, enhance process efficiency, and ensure a seamless client experience. His analytical mindset, combined with his legal studies, allows him to approach each matter methodically while communicating complex concepts clearly and accessibly.

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He joined Joseph Legacy Planning in January 2026, recognizing the rare opportunity to gain hands-on experience with an innovative law firm while completing his legal education. By the time he graduates, Trey will have developed a comprehensive understanding of both the legal and operational dimensions of estate-planning practice management—positioning him for long-term professional excellence in the field.

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Outside of work and law school, Trey enjoys spending time with his wife and daughter, playing board games with friends, competing in pickleball, and unwinding with a good book and a glass of scotch.