About Me
Financial Planning to Help Keep You on Track to Reach Life Goals
Trey Liebau
Owner, Financial Advisor
When you become my client, you can rely on me to listen empathetically so I can understand the challenges you face. For example, is student debt preventing you from saving for retirement? Do you feel that you are overpaying in taxes? Are you taking care of aging parents and not taking enough time for yourself? Do you want to sell your business but don’t know where to start?
I’m here to sort through all of the life experiences that often derail savings goals and then help you create a plan built to tackle those day-to-day events while allowing you to still save for the long term and even for the dreams you have for retirement. I want you to take time to think about what you want out of life. And then together we’ll create a plan that reflects who you are, where you are in life and where you see yourself in the future.
I believe that planning doesn’t have to be intimidating or complicated. I’m here to make sure you understand what’s happening to your money at every stage of your financial journey.
And as you’ll see in the core values that guide me, I plan to be here to take care of your finances so you can focus on building your lake life dream.
Core Values That Guide Me
INTEGRITY
I believe in fulfilling the commitments I make to my clients and in going the extra mile to gain the trust of my clients.
HONESTY
I start with being true to who I am and my obligation to always do what’s in my clients’ best interests versus pushing product or services they don’t need.
TEAMWORK
With support from Mariner and a desire to partner with my clients, I believe in being collaborative and in bringing the right teams together to meet my clients’ needs.
HUMILITY
Meeting life’s challenges has given me deep empathy for the challenges my clients face—I’m here to help them through their ups and downs.
PASSION
I believe in going above and beyond to do what’s right and am passionate about making the most out of life for myself, my family and my clients.
CURIOSITY
I’ve always loved to learn and am here to be a partner who strives to discover new ways to better serve my clients.