Trey has more than 15 years of experience providing professional accounting and audit services to private and publicly held companies, particularly in the construction, natural resources, financial services, hospitality, manufacturing & distribution, not-for-profit, professional services, technology, and settlement trust client sectors. Trey’s experience with our Continuous Audit/Monitoring Process benefits his clients year-round by improving processes, monitoring quarterly transaction cycles, and detecting and addressing issues in a timely manner, resulting in improved efficiencies and a more cost-effective audit than traditional methods.
Trey also assists public companies with SOX compliance, 10-K, 8-K, 11-K, and other SEC filings. He has served as the auditing advisor for a number of asbestos settlement and other property damage trusts and has related experience in claims processing, operational processes and procedures, and information technology. In addition, Trey has significant experience with many types of employee benefit plan audits with assets ranging from $300,000 to more than $100 million.
In addition to the traditional accounting and auditing services, Trey provides various internal control and process consulting services to help improve his client’s businesses.
Certified Public Accountant (CPA), Texas
Certified Information Technology Professional (CITP), Texas
BS, Accounting, Louisiana Tech University, 1995
Financial Statement Audits
Financial Statement Reviews and Other
Employee Benefit Plan Audits
SSAE 16/SOC 1, SOC 2, SOC 3 (SAS 70)
Manufacturing & Distribution
Professional and Community Involvement:
American Institute of Certified Public Accountants (Member)
Texas Society of Certified Public Accountants (Member)
Texas Society of Certified Public Accountants – Dallas Chapter (Member)