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TREY
R. ISGRIG, CPA
Work Experience
Isgrig Capital Asset
Management, LLC, Managing Member,
2004 – Present
• Provides fee-based investment advisory and
wealth coaching services to help clients
work toward the goal of achieving peace of mind with respect to their investments,
finances and taxes.
• Offers investment and financial advisory
services in a broad-based or modular format,
which may include any one, or more, of the following services: Investment Advisory,
Income, Cash Flow Management, Debt Management,
College Funding,
Retirement Planning, Estate Planning, Charitable
Giving, Business Planning, Wealth Coaching, Pension Consulting or Risk Management
Issues.
•
Provides recommendations regarding the suitability
of a third party investment advisor (“TPA”) or investment
style based on, but not limited to, the client’s financial
needs, investment goals, tolerance for risk
and investment objectives for individuals
and corporate plan sponsors. Upon selection
of a TPA(s), I monitor the TPA(s) to ensure
their performance and investment style remains
aligned with the investment goals and
objectives of my clients and provide ongoing
client education seminars.
Ernst & Young, LLP, Tax Consulting Manager & Senior
Manager,
1999 – 2004
• Associate Tax Services Coordinator responsible
for overseeing the delivery of tax services
for corporate and individual clients in the Entrepreneurial Services tax practice.
•
Primary responsibilities include managing
the overall tax consulting process from project identification
to implementation and the delivery of value-added services that
enhance our client’s business performance.
• Led the Cincinnati and Dayton Federal Tax
Accounting Methods practice.
Arthur Andersen, LLP, Tax Consulting
Staff & Senior,
1992 – 1995 & 1998 – 1999.
• Provided a wide range of business and tax
consulting services to privately-held businesses
and high net-worth individuals with focus on family-owned S Corporations.
• Led and assisted engagement teams in facilitating
strategic and business succession planning,
family wealth planning and researching and documenting various corporate and
individual
tax planning issues.
• Local office expert for life insurance consulting
projects including policy design, performance,
ownership, accounting for split dollar life insurance arrangements, identify
potential
transfers for value or incidents of ownership
causing estate inclusion.
• Developed financial models to illustrate
advanced wealth transfer techniques, potential
estate tax savings, cash flow and income tax consequences of various strategies.
Employer Benefits Consulting Corporation
and Northwestern Mutual Life Insurance
Company, Insurance Agent, 1995 – 1998.
• Responsible for operating a family business
providing employee benefit programs to
corporations.
• Provided a market search and analysis of
group health, life, disability and dental
insurance plans for companies including plan design benefits, cost, network
access, and the liaison between the client and the
insurance company customer
service department.
• Developed a clientele through a system of
assisting individuals with their life and
disability insurance needs to provide survivor income, to accumulate supplemental
retirement
assets and preserve estate liquidity.
Education
Miami University, Bachelor of Science
in Accounting, Graduated December 1991
University of Pittsburgh, Semester at
Sea, Fall 1991
Community Service
• Crossroads Community Church
• March of Dimes
• Ronald McDonald House Charities of Greater Cincinnati
 Planned Giving Council
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