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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
Preston began his career at TruStage™ as an intern for the annuity sales distribution team while still attending the University of Wisconsin – Lacrosse where he pursued degrees in Finance and Economics. He was hired as a National Sales Associate (NSA) shortly after graduating. While in the NSA position, he attained his licenses and grew to learn and appreciate what advisors want and need in an annuity partner. After several months as an NSA, Preston was promoted to Annuity Sales Consultant for Southern California. He has a passion for helping people, especially with their retirement goals, and is eager to help financial professionals in Southern California.
After graduating from college, Preston moved to Vancouver, Washington, where he enjoys going to the seemingly endless list of local breweries, or just hanging out at home with his girlfriend and cat. He also enjoys cooking new foods, traveling around the Pacific Northwest, going to country music concerts, camping and taking scenic hikes all along the way.
In his role at TruStage, Preston strives to build strong relationships with financial professionals in the same way they build strong relationships with their clients. He expects to learn as much from his advisor partners as they learn from him, and strives to gain a deep understanding of their businesses and their lives. His relational approach helps him provide everything financial professionals might need to be the best they can be.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
- CA license #4243625
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