Who we are.

“More than just a financial advisor”

Neil started Treger & Associates in 1999 because he saw the need for a partnership with individuals and families to help them achieve their goals, both financial and lifestyle, through financial planning. In 2023, he was joined by his daughter, Sarah, and they made Treger & Associates what it is today. A firm with a strong emphasis on all of the comprehensive personal aspects of financial planning with long lasting client relationships. As a family firm, we celebrate our client’s successes, but also have the hard yet necessary conversations, to ensure we’re doing our part.

Meet the Tregers.

  • Neil is the founder and principal of Treger & Associates, a fee-only financial planning firm. With a diverse background in finance, Neil has built a career that spans various sectors of the industry. Neil started his career in finance working at Merrill Lynch Capital Markets in New York City and, later, moving to Minneapolis. He takes great pride in the deep connections and lasting friendships he has forged with clients. By using his financial acumen, Neil has made positive and meaningful impacts on his clients’ lives. Neil’s entrepreneurial spirit and dedication have driven him to successfully build and lead his own firm, achieving both personal and professional success.

    Neil graduated from Washington & Lee University and, as a result, decided to raise his family and start the firm in Lexington, Virginia. Neil recently relocated to Colorado, where he is enjoying both the beauty of the outdoors and the opportunity to work alongside his daughter, Sarah.

    Outside of work, Neil is an avid road cyclist and enjoys traveling.

  • Sarah holds a bachelor’s degree in international business and finance from Elon University, where she also minored in Accounting and German. As part of her undergraduate studies, Sarah spent a year at a German university and completed a German-speaking internship at a tax and audit firm in valuation. She then furthered her education with a Master of Science in Financial Planning from the University of Georgia. Sarah is currently pursuing her Certified Financial Planner credential.

    Since she was a little girl, it has always been Sarah’s goal to take over the family business. As part of the family-run firm, Sarah is excited to contribute to Treger & Associates and work with clients as she learns from her father, Neil.

    Now based in Denver, she enjoys the outdoors, spending her free time hiking, skiing, and camping with her two dogs, Keji and Sable.

  • Newest member of Treger & Associates

    Likes: squirrels, birds and stalking Louis

    Dislikes: when he can’t catch said squirrels, birds and Louis

  • Likes: exploring the outdoors while hiking and camping, and generally going everywhere with Sarah

    Dislikes: when he’s left at home

  • Likes: Bird and squirrel watching from his perch

    Dislikes: Sable

  • Kitty takes pride in being the founding pet of Treger & Associates. As the grumpy old man that he is, his likes are limited to sunbathing on his patio, his food, and affection only when he wants it. His dislikes are long, but they include any dogs, especially Sable & Keji.