David (Trey) Bizé

Trey has a Bachelor’s degree from Rice University in Physics and Math. He holds the prestigious designation of CERTIFIED FINANCIAL PLANNER™ professional. He is also a retired Navy Captain. He has broad experience, working in the financial sectors, in private industry, and in government. His first experience was serving as an officer in the Navy on submarines. He later used this knowledge and experience working as a consultant at nuclear plants. For many years, however, his passion has been in financial services. After achieving his personal financial goals, Trey is using his knowledge, training, experience and wisdom to help others achieve their financial goals. Trey’s community activities include Kiwanis, Naval Reserve Association, and church. He’s an avid golfer and enjoys fine wines.