Hi there, I’m Trey Gullickson
Associate Advisor
I love working with physicians because their commitment to patient care and making a difference in people’s lives deeply inspires me. Helping them navigate their unique financial challenges allows me to give back to those who dedicate their lives to helping others.
Backstory
Hi there! I’m Trey Gullickson, an Associate Advisor at Financial Rounds. I joined the team in 2022 after starting my career in public accounting, where the shift to financial planning has given me the opportunity to turn my passion for helping others into a career focused on guiding individuals—especially physicians—through their financial journey.
I particularly enjoy working with physicians in the early stages of their careers. Whether it’s buying your first home, getting married, or planning for a growing family, I’m excited to help you make confident, well-thought-out decisions during these important milestones.
In the summer of 2023, I completed an Ironman in Coeur d’Alene, Idaho—just 30 minutes from where I went to school at Gonzaga University. The training and commitment it took to cross that finish line taught me the importance of discipline and perseverance, qualities I apply both in my personal life and in my work with clients.
As an advisor, my goal is to build a personalized financial plan with each client and then work with you to stay disciplined in achieving what matters most. I believe in a hands-on approach, supporting you every step of the way as you work toward your goals.
When I’m not working, you can find me running through the streets of Portland, Oregon, golfing, skiing, exploring local restaurants, or spending quality time with friends and family.