Trey Isom, CFP®
Trey Isom, CFP® is a Senior Wealth Advisor with ACM Wealth, where he excels in partnering with clients to help them achieve their goals and optimize their financial resources. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Trey enjoys developing a comprehensive strategy for each client while emphasizing communication and serving as a fiduciary. Trey thrives on building holistic relationships to better serve the unique needs of each client.
Trey’s passion for being a Senior Wealth Advisor ultimately rests with a desire to help others find peace – especially with their finances. He is well versed in topics such as estate planning, insurance, tax, cash flow management, education planning, investment management, and developing retirement projections.
Prior to joining ACM Wealth, Trey was an Investment Portfolio Manager at West Financial Services in McLean, VA, where he was also a member of the Investment Committee. Trey earned his Bachelor of Science in Finance from Virginia Tech where he completed the CFP® Certification Education Program.
Originally from the small town of Danville, VA, Trey enjoys spending time with his wife, son, and two dogs. If he isn’t working, you are likely to find him spending time outdoors or cheering on the Hokies.
