Trey Oyler

Trey Oyler joined the firm full-time after graduating from La Roche University in 2025, following three consecutive summer internships with the firm from 2022 through 2024. He has passed the Securities Industry Essentials (SIE) Exam and is continuing his professional development as he works toward a career as a financial planner.

As the son of Ted Oyler, Trey has been exposed to the financial planning profession from an early age and has developed an appreciation for the importance of trusted, long-term client relationships. He is passionate about helping bring clarity to complex financial decisions while contributing a fresh perspective to the firm.

Trey has a particular interest in technology and its role in modernizing the financial planning experience. He focuses on finding ways to improve efficiency, enhance client communication, and incorporate modern tools while preserving the personalized approach that has long been central to the firm.

Prior to beginning his professional career, Trey was a four-year collegiate basketball player, competing for two seasons at the University of Pittsburgh at Bradford before finishing his final two seasons at La Roche University. His experience as a student-athlete helped shape the discipline, teamwork, and work ethic he brings to his career today.