Trey Peterson- Co-Founder of All Things Financial and Leadership Coach! episode artwork

EPISODE · Jun 19, 2026 · 1H 7M

Trey Peterson- Co-Founder of All Things Financial and Leadership Coach!

from Who Knew In The Moment? · host Phil Friedrich

Trey C. Peterson is the Partner and Co-Founder of All Things Financial, a top-ranked fiduciary wealth management and tax strategy firm with offices in Minnesota and Texas. Since 2015, he’s taught over 450 retirement and financial planning classes, helping thousands of families retire with clarity, confidence, and legacy in mind. A graduate of Oral Roberts University and the National Institute of Christian Leadership, Trey leads with faith, vision, and conviction. Raised in a ministry home, he learned early to serve God, think differently, dream boldly, and love people well. After spending years chasing success that left him unfulfilled, Trey became passionate about helping others discover purpose, align their gifts, and win in every area of life—from faith to finances.He is also the founder of two leadership and coaching companies -focused on equipping high-capacity entrepreneurs and professionals to multiply their impact and lead with integrity. Learn more about your ad choices. Visit megaphone.fm/adchoices

Trey C. Peterson is the Partner and Co-Founder of All Things Financial, a top-ranked fiduciary wealth management and tax strategy firm with offices in Minnesota and Texas. Since 2015, he’s taught over 450 retirement and financial planning classes, helping thousands of families retire with clarity, confidence, and legacy in mind. A graduate of Oral Roberts University and the National Institute of Christian Leadership, Trey leads with faith, vision, and conviction. Raised in a ministry home, he learned early to serve God, think differently, dream boldly, and love people well. After spending years chasing success that left him unfulfilled, Trey became passionate about helping others discover purpose, align their gifts, and win in every area of life—from faith to finances.He is also the founder of two leadership and coaching companies -focused on equipping high-capacity entrepreneurs and professionals to multiply their impact and lead with integrity. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Trey Peterson- Co-Founder of All Things Financial and Leadership Coach!

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This episode was published on June 19, 2026.

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Trey C. Peterson is the Partner and Co-Founder of All Things Financial, a top-ranked fiduciary wealth management and tax strategy firm with offices in Minnesota and Texas. Since 2015, he’s taught over 450 retirement and financial planning classes,...

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