About Us
Our Mission
We Serve Because We Care
We Protect Because You Matter
We’re Right Here Beside You!
Our Core Values
No Gossip – We pass negatives up and positives all around
Team – We are Team members, not employees
Share the Profits – We win together, we lose together
Fear Not – We don’t make decisions based on fear
We Do Our Work Unto the Lord – Colossians 3:23
Momentum Theorem – We know that focused intensity over time, multiplied by God, creates Unstoppable Momentum
Never Give Up – We impose our will on the marketplace
Accountability – We believe character matters all the time
Self – Employed Mentality – We all care and take responsibility like we own the place
Family – We balance family & working hard
Marketplace Services – If we help enough people, we don’t have to worry about money
Crusade – We are crusaders doing work that matters
Excellence in the Ordinary – We are faithful in the little things
Shoot Sacred Cows – We stick by our principles
Prayer – We know prayer can move mountains
Trey Siner, Founder/Owner
What is your favorite quote: ”Never, Never, Never Give Up!” – Winston Churchill
What is your favorite book/publication/podcast?
EntreLeadership – Podcast – part of Dave Ramsey business solutions
Our State Magazine – Publication
John Maxwell – Anything he writes!!!
What do you do at Trey Insurance Group?
Founder, Owner, Agent, Vision Caster, Leader, Motivator, Relationship Builder, Problem Solver and Team Builder!
What do you like about working at Trey Insurance Group?
I love serving our clients, my team and giving back to our community! We are committed to Lovin’ on our Client and Promising A Lot and Delivering Even More. It’s in our DNA. I really like our Core Values and two of my favorite are our Drama Free work place and that we operate under Biblical Principles. God gave me the opportunity to build this place and so we do our best to do our work unto Him!
Do you have any skills or talents that most people don’t know about?
I’m a social media guru…NOT! HA HA. I can juggle and I am a very quick sprinter – these skinny legs can really move! I guess you could say I’m a lucky fisherman and I have a big sense of humor. Terrified of bats!
What are the values that drive you?
I take accountability and responsibility very seriously! Own what you say and what you do. Honesty, servant leadership and very goal oriented. I believe in education too. We have 15 core values that we operate under and each are very important to me.
What do you enjoy doing when you are not working?
Beach, mountains, saltwater fishing, fly fishing in the streams, hiking, boating, App State tailgates and mostly all the quality time I have with my family.
Something people may not know:
In 1986 I was electrocuted by 220 volts for about 15 seconds while lying in a large puddle of water. Not a good day! This may explain a few things to those that know me best! It is true you will see a bright white light when it comes your time! Thankfully the Lord chose for me to live and now I get to serve you.
Karie Long, Licensed Agent – Customer Service Representative
What is your favorite quote: ”It is our choices that show what we truly are, far more than our abilities.” – Albus Dumbledore (Harry Potter and the Chamber of Secrets)
What is your favorite book/publication/podcast?
Books: Harry Potter series, Farenheit 451, Paddle Whispers
What do you do at Trey Insurance Group?
I serve current clients by making policy changes, reviewing policies, assisting with claims, and educating clients on their coverage.
What do you like about working at Trey Insurance Group?
I love working with this team. When times are hectic, we have each other’s back. And I love serving our clients. It makes my day when I know that I’ve helped out a client with a difficult situation.
Do you have any skills or talents that most people don’t know about?
I grew up with a contractor for a dad…I’m pretty handy with tools and reading blueprints! I also play the piano – those skills are a little rough these days.
What are the values that drive you?
I’m lead to serve and to educate. I want to be sure that our clients are fully protected against life’s disasters and hope that they feel confident in their coverage. Before I came to work here, I had absolutely no idea what my auto and home insurance covered (or didn’t cover). I was severely underinsured and had no clue. I never want one of our clients to be in that position.
What do you enjoy doing when you are not working?
My son and Cub Scouts are my life! My son and I love to travel. He loves history, so we love going to Washington DC.
Family/background info you want to share?
I’m a single mom of an awesome 10 year old boy. Prior to working in insurance, I was a preschool teacher.
Kelly Nichols, Customer Service Representative
What is your favorite quote: The Golden Rule Matthew 7:12: “So in everything, do to others what you would have them do to you, for this sums up the Law and the Prophets.”
What is your favorite book/publication/podcast?
Currently Brown Bear Brown Bear What do You See? (a 7 ½ month old favorite )
What do you like about working at Trey Insurance Group?
Serving our clients to hopefully make a difference.
What are the values that drive you?
Family, Compassion, Integrity
What do you enjoy doing when you are not working?
Spending time with family.
What brought you to Trey Siner Insurance Group?
At the time I was working in retail management and needed a change. I was walking the dog; praying for a sign of change. My neighbor Angie drove by and we started talking and she mentioned about a job opening at her place of work. And the rest is history.
Jared Nash, Personal Lines Manager/Personal Lines Producer
What is your favorite quote: “If you ain’t first, yer last.” – Ricky Bobby; a motto I live by when it comes to beating out the local competition.
What is your favorite book/publication/podcast?
Podcast – EntreLeadership (Dave Ramsey); ESPN Magazine, Book – Never Settle by Marty Smith
What do you do at Trey Insurance Group?
I assist our new clients with finding the right protection to meet their needs and fit their budget.
What do you like about working at Trey Insurance Group?
Being able to understand what a clients’ needs are and meet them there with an insurance plan that will protect them and their families.
Do you have any skills or talents that most people don’t know about?
I would not classify this as a skill but I thoroughly enjoy playing daily fantasy sports. This is a sports betting trend that started about 8 years ago and has exploded in the last 3-4 years.
What are the values that drive you?
I do not have children at this time, which is what motivates a lot of people but I would say that supporting my wife and my future family definitely drive me.
What do you enjoy doing when you are not working?
I love watching sports, trying out new local restaurant venues and craft beers, and spending time with my dog, Graham.
Family/background info you want to share?
I was born and raised here in Concord. Seems like a lot of folks move here from other areas but I have lived in the Concord area all my life.
Brittany Danforth, Customer Service Representative
What is your favorite quote: ”A single act of kindness throws out roots in all directions, and the roots spring up and make new trees.” – Amelia Earhart.
What is your favorite book/publication/podcast?
The Giving Tree
What do you do at Trey Insurance Group?
Give excellent Customer Service
What do you like about working at Trey Insurance Group?
The team here is the most caring for each other and for our clients that I have ever seen! I am honored to be a part of it.
Do you have any skills or talents that most people don’t know about?
I used to be a Park Ranger.
What are the values that drive you?
Honesty and kindness.
What do you enjoy doing when you are not working?
My family and I love to kayak and explore!
Family/background info you want to share?
We are new to North Carolina and love it here!
Amy Davis, Office Manager and Commercial Lines Team Leader
What is your favorite quote?
“If you can dream it you can do it!” and ‘It’s kind of fun to do the impossible” – Walt Disney
What are your top 3 favorite books/publications/ podcasts?
The Dave Ramsey Podcasts – especially when Chris Hogan is on. John G. Miller’s, QBQ the question behind the question, and for fun anything by Heather Graham or James Patterson.
What do you do at Trey Insurance Group?
I help clients get the protection they need for their businesses and try to help my team serve with excellence.
What do you like about working at Trey Insurance Group?
I like that caring about our clients matters here – no one is to be treated as just a number or a name – we pay attention and really get to know and love our clients!
Do you have any skills or talents that most people don’t know about?
I can weave a basket (thanks to Karie’s mom). I can lead you all over Walt Disney World where I am an annual passholder and go as often as possible.
What are the values that drive you?
I believe in doing all things with God at the center – so I try to keep the Biblical principles I have learned at the center of all I do here at work and in life. Having a servant’s heart is definitely a necessity.
What do you enjoy doing when you are not working?
Spend time with my family, go to Disney World and collect Disney pins and read.
My father brought me to work with him when I was 15 so I could learn all about insurance. His advice to treat others like I want to be treated has served me well all these years. My mother and my daughter are the light of my life and the team here at the office are like my family as well.
Janet Lane
What is your favorite quote?
Give a girl the right shoes, and she can conquer the world-Marilyn Monroe
What are your top 3 favorite books/publications/ podcasts?
Green Mile, Everything’s eventual & NOS4A2
What do you do at Trey Insurance Group?
Serve, protect and educate clients with the highest regard
What do you like about working at Trey Insurance Group?
The core values in place and the family atmosphere.
Do you have any skills or talents that most people don’t know about?
I was a hairdresser for 28 years
What are the values that drive you?
Reliability and Commitment to our clients
What do you enjoy doing when you are not working?
I enjoy spending time with my family and grandchildren, playing with our pugs and gardening when possible.
Kathy Williams
What is your favorite quote?
JUST BREATHE – helps me to slow down and focus!
What are your top 3 favorite books/publications/podcasts?
Pricilla Shriver – Armor of God, all Karen Kingsbury novels, Weathering the Storm Podcast with Ryan Stevenson
What do you do at Trey Siner Insurance Group?
Serving our clients through the claim process
What do you like about working at Trey Insurance Group?
Our mission and core values
Do you have any skills or talents that most people don’t know about?
Counseling background and I love to help people declutter and organize their homes
What are the values that drive you?
Never Give Up!
What do you enjoy doing when you are not working?
Spending time with my family (which includes my dog, Reggie), hanging out with friends, and visiting new places
Our History
It all started January 31, 1995 when I stood at my brother-in-law’s desk and told him that one day I wanted to have my own agency. Well after working 7 years to-the-day with him at Nationwide Insurance, I made a very tough and thought-out decision. While I was blessed to have grown an agency within the walls of Nationwide, I felt it was time. I was being led to start Trey W. Siner Insurance and Investment Group in my living room on February 1, 2002. I remember it all so well. After assembling a pre-made desk, installing a phone and turning on a 4-year-old laptop, I was ready to go.
It has been challenging, exciting and painful but most of all rewarding! Most rewarding because the people of this community and surrounding areas have accepted me as one of their own and gave me an opportunity to be their trusted insurance advisor. It’s never easy to start a business from scratch but trying to do so during the worst economic years of my working life put a little extra pressure on me to be my very best. I have assembled an award winning team, chosen the best companies to represent and strive each day to give you our very best. After all you deserve it!
Thank you to all who have helped make my dream become a reality, whether you are a friend, client or colleague. If you were not there for me I would not be here for you so thank you from the bottom of my heart. I look forward to many more years of serving you.
Trey W. Siner
Years Established
States Served
Our customers love us!
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