Trey Carpenter AAMS™

Wealth Advisor
My wife Sarah and I got married in September of 2017 and our life has been one adventure after another. We love to travel and try to see as much of the world as we can. When not traveling we enjoy long walks with our two dogs, who keep us plenty entertained. Our latest journey has been the most exciting by far! We welcomed our first child, our daughter Quinn, in December of 2020 and our latest addition is our second daughter, Collins, who arrived in April of 2023.
Coming from a military family, I had the opportunity to live all over the country and even in Germany. Eventually life led me to Sioux Falls, SD, where I attended Augustana College (now University) and graduated in 2011. I moved to Madison and began my career in finance in 2012. I love being a part of my client’s lives as they work towards their goals, and over the past 10 plus years I have partnered with hundreds of individuals and families to help them achieve those goals.