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Find your niche. Find your Tribe. Grow your capacity.


Meet
Trey C. Peterson

Trey C. Peterson is the Partner and Co-Founder of All Things Financial, a top-ranked fiduciary wealth management and tax strategy firm with offices in Minnesota and Texas. Since 2015, he’s taught over 450 retirement and financial planning classes, helping thousands of families retire with clarity, confidence, and legacy in mind.

A graduate of Oral Roberts University and the National Institute of Christian Leadership, Trey leads with faith, vision, and conviction. Raised in a ministry home, he learned early to serve God, think differently, dream boldly, and love people well.

After spending years chasing success that left him unfulfilled, Trey became passionate about helping others discover purpose, align their gifts, and win in every area of life—from faith to finances.

He is also the founder of two leadership and coaching companies -focused on equipping high-capacity entrepreneurs and professionals to multiply their impact and lead with integrity.

About

What
I Do


All Things Financial Podcast

All Things Financial provides an extensive level of knowledge surrounding retirement and retirement strategies. This includes tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare.