Trey Eagleton, CFP®, CRPS®Chartered Retirement Plans SpecialistSM, or CRPS®
Retirement is a journey that can have take some unexpected turns. In his role as a Chartered Retirement Plans SpecialistSM at Eagleton Brown Investment Group, Trey Eagleton is the navigator for business and employees on that journey. He’s passionate about interacting with clients and helping them understand their plans, which helps him work to turn those unexpected moments into retirement opportunities.
Trey worked as an Employee Benefits Consultant at Aflac and Registered Client Associate at Wells Fargo Advisors before joining Eagleton Brown Investment Group. In 2015, he earned his Chartered Retirement Plan Specialist certification from the College of Financial Planning and then his CERTIFIED FINANCIAL PLANNER™ certification in 2018. His prior work experiences along with the approved educational programs he completed, rigorous examinations he passed, and stringent requirements he met give Trey a specialization in qualified retirement plans and individual investment planning.
Outside of the office, Trey and his wife Kate are always trying out new recipes to create culinary creations which they share with their family and friends. You’ll often catch them enjoying outdoor activities, especially hiking. Trey believes in giving back, which is why he serves on the board of the YMCA Camping Services to support the Westside Y Day Camp in Tulsa as well as Camp Takatoka, an overnight camp in eastern Oklahoma.