Trey Romero is a key advisor in our company’s growth and financial operations. With a strong foundation in accounting, corporate finance, and banking, he provides critical leadership in M&A structuring, underwriting, and long-term financial strategy.

After earning his undergraduate degree in Accounting and an MBA from Lamar University, Trey launched his career as a Controller in the private sector, where he spent six years overseeing financial operations, optimizing cash flow, and driving profitability. His career trajectory then led him to the banking industry, where he has spent over a decade specializing in middle-market financing, with a strong focus on acquisition financing and capital structuring.

At August Insurance Group, Trey’s expertise ensures that every agency within the August portfolio is positioned for maximum financial performance, profitability, and long-term success. His deep understanding of capital allocation, risk assessment, and financial modeling allows AIG to make strategic, data-driven decisions that drive growth while maintaining financial stability.

With a proven track record in financial leadership and a strategic mindset for M&A, Trey plays an essential role in guiding AIG’s expansion, operational efficiency, and financial excellence. His ability to navigate complex financial landscapes allows August Insurance Group to empower agencies with the resources and structure needed to scale, succeed, and thrive in an evolving industry.