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Tray brings close to 10 years of experience helping advisors plan with their clients for retirement. He joined TruStage™ from Goldman Sachs, where he worked as an Insurance Strategist. Prior to that, he worked for AIG Financial Distributors as a hybrid wholesaler. Tray graduated from California State University Northridge with a degree in Finance.
Tray enjoys spending time with his fiancé and their beagle, Ralphie. When he’s not working, he’s traveling around the world. He has an identical twin brother and spends time gardening and doing handyman work. Tray also sits on the board of a few non-profit organizations in Southern CA, supporting foster youth and homeless youth.
Tray is a relationship builder who provides an experience that’s simple and seamless. He is detailed-oriented and focuses on offering objective and sound advice for financial professionals who are helping their clients build or distribute retirement assets.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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CA license #0K83466
Leilani joins TruStage™ with over 15 years of experience in the financial services industry — 10 of which were focused on annuities. Her background in service, operations, leadership and training make her a perfect fit for the CUNA team after spending time at industry leaders like Vanguard, Brighthouse and Nationwide.
When she’s not working to help advisors make their business streamlined and repeatable, Leilani enjoys hitting up new restaurants, staying in for her own cooking, browsing vintage markets for hidden treasures, venturing out on weekend road trips, hiking the trails and spending time with her amazing dogs, Rigby and Link.
Clear communication is a crucial component of Leilani’s skill set, along with a client-focused case design and dynamic sales ideas. She strives to be a reliable resource for her advisors, with a consultative needs analysis approach that works to build relationships and keep advisors’ clients at the heart of every conversation.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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