Introduction
Trey C. Peterson stands out as a prominent figure in the realm of retirement planning and financial services. As the CEO and Co-Founder of All Things Financial, LLC, he has dedicated his career to assisting individuals and families in navigating the complexities of retirement. His multifaceted approach encompasses education, personalized financial strategies, and a commitment to community service.
Early Life and Educational Background
Raised in a family deeply rooted in pastoral work, Trey was instilled with values of service, creativity, and compassion from a young age. These foundational principles guided his academic journey to Oral Roberts University, where he earned a degree in Corporate Communications. His education equipped him with the skills to effectively communicate complex financial concepts, a cornerstone of his professional success.
Professional Journey and Establishment of All Things Financial, LLC
In 2017, Trey co-founded All Things Financial, LLC (ATF) alongside his business partner, Yelisey Kuts. Their vision was to create a comprehensive financial services firm that offers insurance solutions and retirement planning tailored to individual needs. Recognizing the importance of holistic financial planning, they formed an affiliate partnership with Guardian Wealth Strategies in 2018. This collaboration enhanced their ability to provide fiduciary wealth management services, ensuring clients receive unbiased and client-centric advice. All Things Financial+2Guardian Wealth Strategies+2Apple Podcasts+2
Educational Initiatives and Community Engagement
Beyond his role in financial planning, Trey is passionate about education and empowerment. Since 2015, he has been teaching evening classes on a wide range of retirement topics, including Social Security, taxes in retirement, estate planning, and gifting strategies. His commitment to education reflects his belief that informed individuals make better financial decisions, leading to more secure retirements. Guardian Wealth Strategies+1Apple Podcasts+1Apple Podcasts
The “All Things Financial” Podcast
Expanding his outreach, Trey co-hosts the “All Things Financial” podcast with Yelisey Kuts. This platform delves into various aspects of retirement planning, offering listeners insights into tax strategies, investments, estate planning, and more. The podcast serves as an extension of their mission to demystify financial planning and make expert advice accessible to a broader audience. All Things Financial+2Apple Podcasts+2Guardian Wealth Strategies+2
Personal Life and Values
Trey’s dedication to his profession is paralleled by his commitment to his family. He cherishes spending quality time with his wife and three young children, often engaging in activities such as traveling, hiking, and boating. His personal experiences enrich his professional perspective, allowing him to connect with clients on a deeper level. Trey’s upbringing and personal values emphasize service to others, a principle that permeates his professional endeavors. Guardian Wealth Strategies
Conclusion
Trey C. Peterson exemplifies the qualities of a dedicated financial professional committed to enhancing the retirement planning landscape. Through All Things Financial, LLC, his educational initiatives, and the “All Things Financial” podcast, he continues to empower individuals and families to achieve financial security and peace of mind in their retirement years.
