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Trey Crenshaw, CIMA©

Senior Financial Advisor

A Certified Investment Management Analyst©, Trey Crenshaw is a seasoned veteran of the asset and wealth management profession. Trey started in the industry in 1998 and has work in a wide variety of market conditions at some very notable asset and wealth management companies like Edward Jones, The Vanguard Group, Voya Financial, and Janus Henderson Investors.  


Over the years, Trey has taken on various leadership and volunteer roles within his church, Northpoint Community Church and Children’s Healthcare of Atlanta.  He holds a Bachelor of Arts from The Citadel and has completed multiple courses through the University of Pennsylvania, Wharton School of Business on Modern Portfolio Theory, Investment Ethics, and Behavioral Finance.


He is currently engaged to his fiancé, April and together they have six daughters: Hannah (24), Erika (21), Kara (20), Samantha (17), Grace (13) and Emma (10) who are all overachievers in either the classroom or on the softball field, dance stage or tennis court.

To contact Trey, please call (770) 851-9504 or
send email to:

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