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, Ginny, and our two children, James and Gigi.

Carter Hatch is devoted to working closely with families and individuals to identify personalized, comprehensive solutions. She aims to build deep and meaningful relationships with clients in order to provide guidance and direction as a trusted advisor. With the collective team’s insight, expertise and experience at Windsor Advisory Group, clients are provided the trust, clarity, competence and management they need.

Carter combines her work at The Columbus Foundation as a philanthropic advisor with her time as an Investment Specialist with JPMorgan’s Private Bank in San Francisco to bring unique experience and expertise to Windsor.

What are you most passionate about professionally?

As a Certified Financial Planner ® (CFP®), I am passionate about constantly learning and deepening my knowledge across a broad range of topics and applying what I’ve learned through experiences to help clients. I have also earned the Chartered Advisor in Philanthropy Designation ® (CAP®), which focuses on determining the best strategies for philanthropic planning. This makes me uniquely qualified to help clients reach their charitable giving objectives while also meeting their estate planning and wealth management goals.

How do you like to spend your free time?

I enjoy spending time with my family and friends, cooking and traveling.

Matt McClimon believes that like a puzzle, the pieces of every client’s balance sheet and portfolio can be arranged to fit together, aligning with big picture goals for themselves, their family and their community.

With his background as CFO at Wagenbrenner (now Thrive Companies) and Stanbery Development, Matt has acquired extensive experience in ownership and management of mixed-use, multi-family, single family and industrial real estate. This has given Matt insight into modeling complex transactions, evaluating and securing financing, both via banks and bond issues, and maximizing city, state and federal tax incentives. In addition, his background as a CPA with time spent reviewing and filing personal and partnership returns, allows him to provide objective, independent advice to clients, as they navigate ever changing tax laws.

What are you most passionate about professionally?

As an active CPA, I am acutely aware of the need for purposeful tax planning. With the right diversification, tax efficiency and real estate strategies, I believe a client’s goals can be achieved for current and future generations.

How do you like to spend your free time?

I am an avid bicyclist and traveler who loves to pursue both with my wife and three sons.