Cfp® Trey Waite

Trey Waite, CFP®, is a financial planner with extensive experience in the financial services industry. Currently, Trey serves as a Financial Planner and previously held the position of Associate Financial Planner at Lee Financial since August 2019. Prior to that, Trey worked as an Associate Financial Planning Analyst at Sullivan Bruyette Speros & Blayney from January 2018 to August 2019 and completed a summer analyst role at RegentAtlantic in June 2017. Earlier experience includes firefighter positions with the Bureau of Land Management in 2015 and 2016, and a crew member role at Jimmy John's in 2014. Trey obtained a Bachelor of Science in Personal Financial Planning from Texas Tech University (2015-2017) after earning an Associate of Arts from Yavapai College (2014-2015) and studying at the College of Western Idaho (2012-2014) following graduation from Shoshone High School in 2014.