How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Ema Dan Wilburn III, AKA Trey Wilburn



Ema Dan Wilburn III, AKA Trey Wilburn has 19 years of experience in the financial services industry. His past experience includes mortgage lending, insurance, debt consolidation and financial planning.

A 1994 graduate of Milligan College, Trey holds a BS in Business Administration and has series 7 and series 66 securities license held through LPL Financial.

Investment experience includes two years with UBS Financial Services and eight with Merrill Lynch.

Trey is an avid golfer and shotgun enthusiast. Visit me at location 130 N Hamilton Street #201 Georgetown, KY 40324