Trey is a wealth advisor who focuses on his clients’ short-term needs and long-term goals. Since 2009, he has engaged in real estate investments, property management, and small business ventures. He has served clients nationwide and in all life stages.Trey is an ideal fit for Generous Wealth’s mission to help clients optimize their finances for purpose, joy, and impact. He chose Generous Wealth for our commitment to being our clients’ most trusted resource for financial advice and our reputation as an independent fiduciary advisory firm in the greater Tucson area.
Before joining Generous Wealth, Trey was the Senior Wealth Advisor for a nationwide firm that received many accolades, including Forbes Best-in-State. Prior to moving to Tucson in 2019, he worked for another nationwide firm that focused exclusively on the unique financial challenges of physicians.
Among other civic and community commitments, Trey is the former president of the Southern Arizona Financial Planning Association, a current board member of FPA of Arizona, and an active member of the Southern Arizona Estate Planning Council. He also holds a bachelor’s degree, two master’s degrees, as well as Series 66 registration and Life and Health licenses.
Trey and his wife Angela have two children, Titus and Blaise. He is dedicated to coaching, mentoring, supporting, and working with at-risk youth and coming alongside their caregivers. Trey is a self-declared “un-sophisticated foodie” who enjoys serving, learning, mentorship relationships, reading, working out, and playing in the great outdoors with his two boys.
At Generous Wealth Advisors, we offer our clients a spectrum of wealth management services designed to align with your goals and make the path forward clearer. From personalized wealth management and strategic retirement planning to ethical investing and proactive tax optimization, our solutions provide the clarity and confidence you need to live generously.
Let us simplify life’s complexities and make your financial plan clear. Together, we’ll make and maintain a plan designed to keep you on track to retire when you want.
Every individual has unique investment needs and risk tolerances. We’ll craft an investment portfolio that not only aligns with your goals, but also aligns with your values.
Impactful giving doesn’t happen by accident. Our team will help you give your time, talent, and treasure in a wise and tax-efficient manner.
Good transition planning is good business planning. We assist business owners with strategic planning for exit, succession, and continuity planning to protect their business and legacy.
From our first meeting, you'll experience our commitment to understanding you as an individual. We take the time to listen to your story, learn about your values, and understand your unique financial goals. This personalized approach that ensures the strategies we develop are tailored specifically to your needs.
We believe that clear communication is the cornerstone of a successful advisory relationship. You can expect regular updates, straightforward explanations of complex financial matters, and an open-door policy for any questions or concerns. Our team is here to provide the guidance you need with compassion and clarity so you can feel confident and informed about your financial journey.
At Generous Wealth Advisors, we view our relationship with you as a true partnership. We work collaboratively with you, providing the tools, resources, and expertise you need to make informed decisions. Our supportive approach means that we are here for you, offering guidance and encouragement as we navigate your financial path together. Whether you're planning for retirement, investing with a purpose, or strategizing for charitable giving, we're by your side every step of the way.
Sally has been in the financial services industry since 2008, starting with Ameriprise Financial Services and then moving to other private wealth management companies when she moved to Tucson in 2018. She graduated from Appalachian State University with a BS in Communications and Marketing and is a licensed AZ notary.
She adds value to our clients by having years of experience in the financial services industry. She listens to the clients’ needs and addresses them quickly and efficiently.
Sally has 3 sons, two are living in Tucson and one lives in Pennsylvania. She has a
rescue cat named Sunny.
Most weekends you will find Sally on the dance floor at one of Tucson’s local
establishments or on a weekend road trip. She is always up for something fun!
Debbie joined our team in March 2021 as our Operations Manager.
Debbie relocated with her husband to Tucson from the Chicago metropolitan area in 2019. Prior to her move to Arizona, Debbie enjoyed a 30+ year career in the banking industry in Chicago. Debbie’s focus has always been on exceptional client service and branch management.
Debbie and her husband have 2 adult children. Their son is an oncology pharmacist, and their daughter is an ICU nurse. In their free time, she and her husband enjoy spending time with friends, serving in their church and venturing out to see all that Arizona has to offer.
Emily Glabe serves as Client Services Manager. Emily is a true native of Southern Arizona. She grew up in Amado, Arizona and later moved to Green Valley. She attended Sahuarita High School and graduated form Sahuarita Edge Charter High School. She furthered her education at Pima Community College. She enjoys spending time with her 3 children and her large extended family. She brings deep administrative experience and skills and enjoys working with people.
designation, and Certified Kingdom Advisor designation.
As CEO of EverSource Wealth Advisors and CEO of BMSS Wesson Wealth Solutions, Mark envisioned and spearheaded the launch of these new initiatives in 2016. He leads enterprising teams in fulfilling the multi-faceted vision of both ventures.
Mark’s career of 30+ years has been dedicated to consulting with wealthy individuals, families, and owners of privately-held businesses on a variety of business, financial, values-based, gifting, and investment topics. Most recently, he created the Wealth Services Division of Cadence Bank as EVP Wealth Services with full responsibility for the private banking, trust, brokerage, and RIA lines of business with $6.2B in loans, deposits, and assets under management. Prior to this, he held the titles of SVP and regional managing director of Private Banking at Wells Fargo Bank, SVP and regional managing director of Wealth Management for Wachovia Bank, and director of Wealth Management for SouthTrust Bank. As VP of Institutional Accounts at Highland Capital, Mark advised over two hundred wealth advisors and over forty wealth management teams in fourteen states.
Mark has traveled extensively, consulting with and personally investing in business-as-missions companies globally. He and his wife, Missi, have been married for 33 years and are parents of four children and three grandchildren. When he’s not establishing new businesses, following investment trends, or analyzing spreadsheets, you are likely to find Mark fishing at his family lake house, welcoming local international students to Birmingham, or cheering for the Crimson Tide.
As Director of Investments, Daniel has served as part of the core team that launched EverSource Wealth Advisors. He advises on the development of EverSource’s middle office services and technology platform with a focus on the investment consulting needs and experience of advisors.
Daniel has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he was primarily responsible for developing the firm’s evidence-based investing philosophy and strategies. Prior to that, Daniel served on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.
As general counsel, head of enterprise risk, and chief compliance officer, Glenn holds executive-level oversight for all EverSource legal matters. He develops strategic plans, implements and administers policies, and acts as liaison with regulatory authorities.
Before joining EverSource, Glenn was president of Birmingham Theological Seminary for 11 years. Prior to his time at BTS, he practiced law for more than 15 years with two leading Alabama law firms and served as the regional director for Peacemaker Ministries. Glenn practiced general business law, litigation, and alternative dispute resolution as a member of Wallace, Jordan, Ratliff and Brandt, LLC. As a partner with Balch & Bingham LLP he focused on environmental law, public policy, and governmental affairs. Glenn’s law practice has also involved regulatory work in the securities industry related to establishment and compliance of broker-dealers, insurance agencies, and registered investment advisory firms.
Glenn has taught courses as an adjunct professor at the Cumberland School of Law and the Handong International Law School, and has been published in Alabama Lawyer, Cumberland Law Review, and Alabama Law Review. He has served as general counsel for The King’s Home and as a certified Christian conciliator for the Institute for Christian Conciliation. While a student at the University of Alabama School of Law, Glenn was selected as a senior editor of the Alabama Law Review.
Glenn is a ruling elder in the Presbyterian Church in America and has served as moderator for Evangel Presbytery. Residents of the Birmingham area for more than 30 years, Glenn and his wife Mary Ann, are parents of four children. Glenn aspires to be an ultra-marathoner, but generally only makes about three miles. On the positive side, that leaves him enough time to enjoy another biography or a game with his family.
