Trey Dye is committed to helping people achieve their financial objectives. Immediately after college he became a CPA (now inactive) and launched his financial advisory career, which started at Banc One Investment Advisors. That’s where he learned the importance of preserving a client’s wealth and delivering client-centered advice. The latter, which became the basis for founding Windsor Advisory Group, still resonates today.

Trey is always committed to doing the right thing. With that in mind, he remains passionate about finding unique investments that will achieve his clients’ investment objectives. He believes that working in a team setting with multiple advisors will achieve the best outcomes.

Trey is adept at organizing, analyzing and reporting on an individual’s overall financial picture. This process, which always begins with a clean slate, evolves as he learns about the facts and circumstances particular to that client. Only then can he begin to formulate recommendations and explain complex topics in an understandable manner. This hands-on, customized approach naturally leads to the best solutions – and the best overall advice.

Trey enjoys spending time with family at the lake. He loves skiing, hiking and being outdoors.

Jon Eesley dedicates much of his professional time to impacting lives. So it’s no surprise that he is committed to helping prominent business leaders – who often have complicated financial lives – with their personal and business financial matters. An empathetic problem-solver with broad-based business experience, Jon has spent the past four decades advising business leaders and owners about their wealth and how to manage the complexities of their personal financial makeup.

Jon has many years of experience helping individuals and businesses achieve their financial goals. He has the ability to review, understand and respond to complex structures, transactions and financial activities. Current clients of Windsor Advisory Group continue to benefit from his in-depth experience.

As an active member of the community, Jon currently serves on the Board of Directors for Highlights for Children.

Although Jon is quick to admit that his free time is minimal, he devotes what little time he has to projects and adventure.

John Mozola is a natural problem-solver. Whether it’s building a team, fixing processes or working with clients to simplify complex circumstances, he is driven to find the appropriate solution. As part of that process, he is a passionate learner who works tirelessly to uncover the answers to unique client questions. From tracking down resources and building spreadsheets to reading interesting white papers, articles and books, these resources help guide clients to make decisions that affect their life.

Today John is focused on building a strong and capable team of talented individuals who can provide ongoing service to Windsor Advisory Group clients. He is proud of the people who make up that team and counts it as one of his greatest professional accomplishments.

John is also a member of the High Impact Financial Operations Network (HIFON), a group of RIA operations professionals who share best practices and independent advice.

When John isn’t working, he spends time with his wife, Melanie, daughters, Madison and Cadence, and dog, Patches. He likes to be outside working in the yard, hiking or riding bikes with his kids. He is also obsessed with all things car-related.

Clayton Hall dedicates much of his time simplifying what most people consider to be complex financial realities. By doing so, he is able to uncover valuable strategies for assisting individuals, families and their related entities. Clayton understands that for many investor groups, the financial situation increases in complexity as the amount of wealth or size of the pool grows. That’s where the collective experience at Windsor Advisory Group can really make a difference. The team is intensely focused on making objective, independent – and sometimes difficult – decisions alongside and for the benefit of Windsor’s clients.

He combines his experience working at two of the largest and most well-respected financial institutions with his passion for independent and critical thinking. Together they help him address the needs of Windsor Advisory Group clients.

What are you most passionate about professionally?

As a Certified Investment Management Analyst® (CIMA®), my vast experience allows me to draw on best-in-class processes, structures and strategies.

How do you like to spend your free time?

I enjoy spending my free time with my wife and three children.