Phillip “Trey” Finley

Background:
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Trey is a native New Mexican with more than 30 years’ experience in the Financial Services Industry. He graduated from the University of New Mexico, Anderson School of Management in 1992 with a BBA in Financial Management and began his career in financial services in 1995.  Trey holds the Life Underwriter Training Council fellow (LUTCF) designation and is a Registered Investment Adviser Representative with Eagle Strategies LLC.  His three decades of experience have provided him with a broad perspective on investment markets, portfolio management, financial planning, and the evolving needs of clients navigating an increasingly complex financial landscape.

CA Insurance Lic. #OC77640

Personal:
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Family is at the heart of Treys life, and he especially enjoys spending quality time with his wife Alicia, and those closest to him.   Trey is an avid outdoorsman who enjoys making the most of New Mexico’s natural beauty.  He deeply appreciates the outdoors and enjoys camping, fishing, hunting, and golfing.  Whether spending time in the mountains, on the water, or on the golf course, Trey values the opportunity to unplug, enjoy the great outdoors, and create lasting memories with family and friends.