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Retirement Planning & Wealth Management in Chandler, AZ
Retire with clarity, not questions.
Our new website is under construction. In the meantime, if you need anything at all, click below to send us an email.
Meet Your Advisor
Trey Holman
Founder & Investment Adviser Representative
Trey has helped clients and other advisors with retirement planning since 2007. Before launching Holman Wealth in 2020, he gained experience at Edward Jones and MassMutual, then later partnered with his father before starting his own firm. He holds a Series 65, plus life and health insurance licenses in Arizona. Trey earned his Bachelor of Science in Finance from the University of Phoenix. He lives in Gilbert with his wife and children.