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Trey Thompson, CLU, ChFC

Trey Thompson, CLU, ChFC

Financial Advisor

Trey Thompson got his bachelors degree from the University of Kansas. He has been in the financial industry since 1995, and decided to start his own firm in 2008. He currently lives and works in White Bear Lake, MN. Trey has clients that branch over 5 states in the US. 

Trey also has three kids, and loves to play soccer. He used to play for the University of Kansas Club team. Now, Trey coaches a boy's varsity soccer team, and is the coach for both of his daughter's club soccer team. He enjoys spending time outside, which is why he enjoys tennis and golf. He always looks forward to an annual family vacation to Florida in the middle of winter. 

When asked about why he likes his job, he responded, "I started in the industry on the wholesale side. I worked with several different types of advisors and over time, I learned how I would like to run my own firm. Eventually, I decided that I liked working with clients over financial advisors. I get personal joy out of teaching others about financial concepts and how those concepts can help them achieve their goals. There are a lot of little steps that need to be taken and I get gratification by helping others implement all those steps."