Trey Pope ABFP®, CRPC®

With over 10 years of dedicated experience in the financial industry, a bachelor’s degree from Harding University, and my ABFP® (Accredited Behavioral Finance Professional) and CRPC® (Chartered Retirement Planning Counselor) designations, I deliver deep expertise tailored to how real people navigate life’s financial choices. These credentials equip me to blend behavioral insights with retirement-focused strategies, striving to ensure recommendations align with your values, comfort level, and long-term vision—not just the numbers.

As a devoted husband to my beautiful wife, Sarah, and proud father to our growing daughters, Navy and Lula, I know firsthand the joys and responsibilities of a bustling family life. From school events to dreaming big for the future, these experiences fuel my commitment to helping families like yours build confidence and independence —the same foundation I prioritize for my own loved ones.
My approach has always started with truly listening to your aspirations before diving into investments. Whether you’re preparing for retirement, funding college for children or grandchildren, or safeguarding the legacy for those you cherish, we begin by clarifying your goals and risk tolerance. Together, we create customized strategies, track progress, and adapt as needed to keep you on course.

I’m thrilled to be transitioning to an independent wealth services practice, where stepping beyond the traditional W-2 model empowers me to serve clients with freedom and personalization. Without proprietary product mandates or corporate limitations, I can access wide array of investments, tools, and innovative techniques —selected purely for their fit to your needs. This means greater flexibility for you, comprehensive guidance that prioritizes your well-being, and plans designed solely with a goal to fuel your dreams, free from external agendas.

In this exciting chapter, I’m proud to join the established Cornerstone brand, partnering with my longtime colleague Cory McElyea and our exceptional Client Services Specialist Mia Dempsey. Grounded in my faith as the true cornerstone of all I do, we uphold a well-regarded standard of service, supported by robust technology and collaborations with your attorneys, accountants, and other trusted experts. Now, with expanded options, our focus remains laser-sharp on delivering what benefits you most.
If a client-first, relationship-driven partnership that centers your family’s goals sounds right for you, I’d be honored to connect. Let’s discuss the confident, purposeful future you’re envisioning—tailored entirely to you.