About Us

Call Us

Schedule your no-obligation appointment and review today!
trey babin headshot


Trey Babin

President and Founder

Emile Joachim “Trey” Babin III is a licensed insurance agent in several states. He holds a Series 6, Series 63, and Series 7 insurance license, Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC) Certification, a Retirement Income Certified Professional (RICP) certification, Wealth Management Certified Professional (WMCP), Chartered Life Underwriter (CLU), and a Financial Services Certified Professional (FSCP). 

All of this to say, he’s an experienced professional. Trey graduated from Rhodes College in 1992 with a Bachelor of Arts, from LSU Law School in 1995 with a JD, passed the Louisiana Bar in 1995, and the Connecticut Bar in 1998. He served as a licensed, practicing attorney for over 28 years. This gave him a unique perspective on the complexities of estate planning, before shifting over to financial services.

Trey decided to start in this industry after helping his mother with her retirement finances. This led him to gain an understanding of how intimidating the process of retiring can be. It’s crucial that you have enough retirement savings to last you the rest of your life. There are many factors to be addressed and reviewed. Thankfully, Trey is here to help.

Trey is reliable, honest, and committed to doing the absolute best job he can. When not working, he enjoys traveling and spending time with his family, and has a major interest in horse racing; horse training as a hobby runs in his family, as his father on one side and great grandfather on the other were both horse trainers.

colorful homes along street in savannah

Yes, I would like a no-cost, no-obligation, discovery meeting!

Let’s get started planning for the retirement you deserve.

Scroll to Top