Harry (Trey) Dye, III, CPA*
Partner
Founding Partner Trey Dye is committed to helping people achieve their financial objectives. He is passionate about finding unique investments that will achieve his clients’ objectives and believes that working in a team setting with multiple advisors is the most effective way to achieve the best outcomes.
Trey is adept at organizing, analyzing, and reporting a client’s overall financial picture. This process, which always begins with a clean slate, evolves as he learns about each client’s specific facts and circumstances. By fully understanding every complexity, Trey is able to formulate recommendations and explain complex topics in an understandable manner. This hands-on, customized approach naturally leads to optimal solutions and overall advice.
After starting his career as a CPA, he found his true calling in financial advisory services at Banc One Investment Advisors. While there, he learned the importance of preserving client wealth and client-centered advice. Both values were the basis for the creation of Windsor Advisory Group, which still resonate today.
Trey enjoys spending time with family at the lake. He loves skiing, hiking, and being outdoors.
Previous Experience
1995 – 2002
Banc One Investment Advisors
Managing Director
*Inactive Designation
Education
The Ohio State University
Bachelor of Science, Accounting
