Trey Jamison, AIF®, CPFA
Retirement Plan Consultant | Partner, Chase Dominion Advisors
Trey Jamison is a retirement plan consultant specializing in employee education and individual financial planning at Chase Dominion Advisors. He focuses on customized employee education programs and retirement planning strategies for business owners, executives, retirement plan participants, and individuals.
Before joining Chase Dominion Advisors in 2010, Trey spent five years building a successful financial planning practice. His experience benefits the firm’s 401(k) plan participants seeking objective guidance on the path to pursuing their goals. Trey’s personal mission is to have a positive impact on the retirement success of Virginia’s workers, implemented through their employer’s retirement plan.
Trey earned his BA in Economics from the University of Virginia. He is an Accredited Investment Fiduciary®, signifying the application of the Global Fiduciary Standards of Excellence. Trey received his Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors (NAPA), the largest association for retirement professionals. In 2014 and 2016, Trey was named to the NAPA Young Guns Top 50 Plan Advisors Under 40*.
Trey is originally from Franklin County, VA and has lived in Central Virginia for over 10 years. He enjoys spending time with family and friends, his wife, Liza, his daughter, Charlotte, and his dog, Roy. Trey has a history of volunteering support to local United Way organizations and has received honors for community service activities. He loves all outdoor activities including fishing, hiking, biking, skiing, boating and soccer.
*2014 & 2016 NAPA Top 50 Under 40 advisors are nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential.