Empowering Generations Through Thoughtful Financial Planning
As a Financial Advisor of Generational Asset Planning, Tre Panagos brings over 13 years of dedicated financial services experience. Tre's journey into financial planning began under the mentorship of his father, who notably established the office over 30 years ago. Learning firsthand about how to deliver exceptional client care and placing their financial interests above all else, Tre embodies a tradition of excellence that spans generations.
As your Financial Advisor, Tre offers a comprehensive suite of services that include financial planning, estate planning, investment management, tax strategies, and charitable giving. With services spanning New Mexico, Arizona, Colorado, California, and several other states, Tre seamlessly caters to the diverse financial needs of each of his clients with highly personalized, bespoke solutions.
In addition to providing comprehensive financial services, Tre's commitment to community welfare has been evident throughout his career. Notably, he initiated and spearheaded a decade-long shoe drive called "Shoes for School," benefiting local children in need. His involvement with numerous non-profit organizations has positively impacted the lives of over 200 children annually, reflecting his dedication beyond the finance industry.
Tre specializes in navigating the intricacies of multi-generational financial planning. From trust arrangements with grandparents, to educational funds for great-grandchildren, Tre aims to facilitate seamless wealth transfers with precision and care, keeping his clients' financial aspirations and needs at the forefront of his priorities.
Tre's philosophy centers on proactive planning. In fact, his motto, "If you fail to plan, plan to fail," underscores the importance of foresight and intentional planning when it comes to finances and building generational wealth. By fostering collaborative relationships with his clients and leveraging his industry prowess, Tre empowers clients to navigate financial landscapes with efficiency and clarity.
Having grown up in Owensboro, Kentucky, Tre now spends his time between Santa Fe, NM and Prescott Valley, AZ with his beloved wife, Tia, whom he met 34 years ago and has shared nearly three decades of marriage with. Together, they cherish their two adult daughters, Taetyn and Jaeda, along with their adored Golden Doodle, Colby and cat, Nemesis.
When he is away from the office, Tre finds joy and thrill in racing cars, which is a passion he has nurtured for over three years. He also can often be found unwinding by mountain biking, hiking, or traveling the world with his family. He is involved in his local Rotary Club’s “Shoes for School” project and remains dedicated to serving and enriching his community.