Longview, TX

About

Trio’s team uses their expertise to advise on tax and business financial support, financial planning, and investment management. Based in Longview, Texas, Trio is a nationally licensed fiduciary, serving individuals and companies throughout the United States.

Erik Drewry

Managing Partner | Advisor
MBA, CFP®, APMA®, CRPC®

Sammy G. Dishman, Jr.

CPA | Senior Manager

Violet Valencia

Senior Staff Accountant

Whitney Slack

CPA | Tax Accountant

Christine Swanzy

Staff Accountant