Hi. 👋
I’m JT Trimble.

Before entering the world of finance, I earned my Master’s in Education and began my career as an educator and coach. I love to mentor those who want to get the most out of themselves, which is why I love what I do today as a financial advisor. I also love coaching people who are eager to get the most out of life with their money.

My background as an educator gave me the tools to better explain the “why” behind everything we do to help you with your money. This was instrumental in my transition to finance through Charles Schwab, where I quickly progressed to engaging Ultra-High-Net-Worth clients in their finances. I thoroughly enjoy bringing clarity to financial matters by outlining how the right strategies fit into your life priorities. This is often born out of my interest in the ever-changing landscape of tax law, especially for families, equity-compensated folks, and small business owners.

When I’m “out of office” I enjoy being active as my wife and I wrangle our 4 children. I’m originally from Colorado and we love being outside, doing anything sports related, and always look forward to a happy hour with friends.

I’m looking forward to learning how I can best serve you in pursuing what you want most out of life!