Trey Taylor CRPC®

I find immense fulfillment in helping people overcome challenges and being part of the growth of our firm. Working face-to-face with clients and building strong relationships is what truly drives me. I love listening to their stories, learning about their journey, and celebrating their financial accomplishments, which they often can't share with others.

Before joining Leap Wealth Management, I served as an advanced financial advisor with Ameriprise, specializing in financial planning and wealth management. I dedicated six years to Ameriprise, consistently delivering exceptional service to my clients. Since 2009, I have been recognized as a top wealth manager in Texas Monthly, a testament to my commitment to excellence. In 2007, I earned the CRPC® designation, further enhancing my expertise in the field.

Now, as a partner at Leap Wealth Management, I am responsible for overseeing business operations while also managing client relationships. It is a role that allows me to leverage my skills and experience to guide clients towards their financial goals.

Originally from the Fort Worth area, I pursued my education at Midwestern State University in Wichita Falls, Texas. Currently, I am proud to call Dallas my home. I am happily married and blessed with two wonderful children, Abigail and Noah, who bring immense joy to my life.