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Trey represents the next generation of financial professionals, bringing enthusiasm, fresh insights, and contemporary knowledge to the financial services industry. A recent graduate of the University of Nebraska-Lincoln with a degree in Finance, Trey combines academic excellence with practical experience gained through meaningful mentorship programs and in-depth industry internships. His educational background and early career experiences have equipped him with a solid foundation in modern financial planning strategies and investment principles.
During his academic career, Trey distinguished himself through active participation in intensive internship programs, where he gained valuable hands-on experience in financial services. These opportunities, coupled with guidance from established industry mentors, have provided him with insights beyond the classroom, preparing him to serve clients with both theoretical knowledge and practical understanding. His commitment to professional growth and dedication to learning from experienced advisors demonstrates his passion for the field.
Trey approaches financial planning with energy and dedication, focusing on building strong relationships with clients while utilizing current financial technologies and strategies. His recent education gives him a unique perspective on emerging trends in the financial industry, allowing him to blend traditional financial wisdom with contemporary approaches to serve clients effectively.
A former baseball player, Trey brings the same discipline, teamwork, and competitive spirit from the diamond to his professional life. His background in athletics has instilled values of dedication, persistence, and strategic thinking – qualities that translate perfectly to helping clients achieve their financial goals. As an avid sports fan, he understands the importance of both strategy and execution in achieving success.
Trey Wilbeck's combination of fresh perspective, solid educational foundation, and athletic background positions him as an emerging talent in the financial services industry. His enthusiasm for helping clients navigate their financial futures, coupled with his commitment to continuous learning, makes him a valuable addition to the team serving clients' financial needs.
Disclosure: Trey Wilbeck is registered with Osaic Wealth, Inc. for investment advisory services only.
At Lifetime Retirement Partners, we’re here to help you navigate your financial journey. Let’s create a personalized plan that aligns with your goals and adapts as your life evolves, providing you with confidence and peace of mind along the way.
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