Trey is a wealth advisor who focuses on his clients’ short-term needs and long-term goals. Since 2009 he has been engaged in various personal and professional real-estate investments, property management services, and small businesses ventures. He has served clients throughout the country in virtually every stage of life and career. Prior to joining Carson Wealth Trey almost exclusively focused on the unique challenges and opportunities that face our nation’s physicians (e.g., their contracts, compensation, practices, partnerships, loans, benefits, tax-efficient investment needs, asset protection concerns, and risk management strategies).
Trey said that he “…committed to Carson Wealth not only for the personal and professional opportunities it affords but also because of Carson’s commitment to becoming nationally recognized as the most trusted resource for financial advice available for our nation’s high income, high net worth, and ever-expanding retiree populations. We help our clients navigate our global, rapidly changing, multifaceted economic environment and are committed to providing the education, resources, products, and services that best fit our clients’ needs.”
Trey has a bachelor’s degree and two master’s degrees as well as holds the Series 7, Series 66, and Life and Health licenses. Trey is a member of the Southern Arizona Estate Planning Council and has committed much of his time, effort, and resources to working with at risk youth.
Trey’s experiences have given him a unique passion for coming alongside those who are, have been, or are preparing to be caregivers. Trey and his wife Angela have two young boys, Titus (5) and Blaise (4). Trey is a self-declared “un-sophisticated foodie” who enjoys learning, mentorship relationships, reading, working out, and (with two young boys) playing in the great outdoors.
Mark Dragoslovich CFP®
Presidio Group Wealth Management
Mark is a native Tucsonan. He earned a Bachelor’s of Science in Business Administration in 2012 from the University of Arizona. He majored in Business Economics, with a minor in Mandarin Chinese.
Mark began his career in the financial services industry as an intern for a leading global executive search firm in Hong Kong that specialized in the financial sector. After gaining significant exposure to financial market professionals, Mark returned to the United States and earned his Series 7 and Series 63 Securities Registrations now held with LPL Financial. In January of 2014 Mark moved back to his hometown here in Tucson. In 2016 Mark obtained the CERTIFIED FINANCIAL PLANNERTM designation, and in 2017 earned his Series 66 License (held with LPL Financial).
Tim Daughenbaugh, CFA, CFP®
His career in the financial services industry started in 1988 at the accounting and consulting firm, Ernst & Young, where he was a Senior Consultant. From 2001 to 2004 he was employed at Tucson Medical Center as an Accountant. Tim has been a Senior Portfolio Manager at Northern Trust from 1994 to 2005 and from 2007 to current. From 2005 to 2007 he was a Senior Portfolio Manager at J.P. Morgan Chase.
Tim received his Bachelor of Science Degree in Business Administration, Cum Laude, from The Ohio State University, with a major in finance
Tim is a Vice President and Senior Portfolio Manager in the Tucson office. He is the Senior Investment Officer for the local investment management division that advises on or manages over $1.5 billion in assets.
He is a Chartered Financial Analyst since 1997, a member of the CFA Institute, a member of the Tucson Society of the CFA Institute, and has spent many years as a grader of the CFA exam. Tim is a CERTIFIED FINANCIAL PLANNER™ since 2014 and is a member of the Financial Planners Association of Southern Arizona. He is member of the Rotary Club of Tucson.
Sonora Investment Management Group, LLC
Cindy A. McKearney
Fairway Independent Mortgage Corporation
Members At Large
The University of Arizona