Trey Dunaway

Trey serves as his clients’ go-to financial partner—he is the one they can come to with all their financial questions, be it about purchasing a rental property, changing jobs, or simply pursuing a new goal. With The Sum’s fee-based planning model, he’s able to provide deep, personalized planning, spending focused time with each client that allows him to address every facet of their financial life in a cohesive, integrated way. His goal is not only to create a plan that leads to their success, but to help them stick to that plan. To Trey, that’s one of the most important jobs of an advisor—he knows how valuable it is to have a trusted partner provide feedback, assurance, and accountability—so you can confidently pursue your goals no matter what’s going on in the world.

With more than 15 years of experience, Trey has led clients through a variety of market environments. He makes it a point to stay on top of current events, and he helps clients create resilient, goal-focused plans that weather even the toughest economic seasons. He has extensive experience in retirement savings strategies and retirement income planning, and he’s passionate about helping clients prepare for the everyday reality of retirement. He often asks, “What’s next?”, helping them consider what their life will look like and ensuring they’re prepared mentally and emotionally for that new season.

Trey’s clients appreciate his straightforward, personable approach to planning. Financial jargon has no place in his meetings, and he’s adept at making complex concepts simple and easy to understand. He sits on the client’s side of the table, providing practical guidance that empowers them to make wise decisions and feel confident about their financial future.

Trey started his financial career as an accounting major, but he quickly discovered that helping people make money was much more fulfilling than simply counting it. So, he switched majors, and in 2009, he graduated from Texas A&M University with a bachelor’s in finance. He became an advisor at Fidelity, where he met Michael Rahn a few years later, whom he reverently referred to as “The Dude.” Michael took Trey under his wing and became his mentor—helping Trey not only further his career, but identify how to best serve his clients and support their long-term success.

It was this pursuit of his clients’ best interests that led Trey to The Sum. The flat-fee service model opened doors to serve clients in a deeper, more comprehensive way, something he was passionate about.

Trey lives in The Woodlands with his wife Catye, whom he met (and later proposed to) at a CrossFit gym. They have three kids under 10 who keep them busy and laughing—Evie, their theater girl; Rooney, their dancer; and Bodie, the little brother who likes to use his new running skills to make sure Dad stays active. While the couple no longer does CrossFit (kids, you know), Trey still makes it a daily habit to lift in their garage gym, and they enjoy taking walks around their neighborhood as a family. They also love to travel, whether they’re hanging out at the beach or skiing in Colorado with the grandparents.

When he’s not “dadding” or working, Trey enjoys playing golf and watching football and hockey.