Trey Carpenter, CEPA®, AAMS®

Trey and his wife, Sarah, got married in September of 2017, and their life has been one adventure after another. They love to travel and try to see as much of the world as they can. When not traveling Sarah and Trey enjoy long walks with their two dogs, who keep them plenty entertained. Our latest journey has been the most exciting by far! They welcomed their first child, daughter Quinn, in December of 2020 and their latest addition is a second daughter, Collins, who arrived in April of 2023.

Coming from a military family, Trey had the opportunity to live all over the country and even in Germany. Eventually life led him to Sioux Falls, SD, where he attended Augustana College (now University) and graduated in 2011. Trey moved to Madison and began his career in finance in 2012. Trey loves being a part of his client’s lives as they work towards their goals, and over the past 10 plus years he has partnered with hundreds of individuals and families to help them achieve those goals.

Our Team