Trivium Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

Team photo for Trivium Wealth Advisors
Team photo for Trivium Wealth Advisors

View Larger


Advisors

Advisor photo for Kevin D Briggs

Kevin D Briggs

LUTCF®, CRPC

Private Wealth Advisor

Visit Kevin D Briggs's website
Advisor photo for Brian Gray

Brian Gray

Private Wealth Advisor

Franchise Owner
Visit Brian Gray's website
Advisor photo for Jacob Cooley

Jacob Cooley

CPA

Financial Advisor

Visit Jacob Cooley's website
Advisor photo for Jacob Steinhart

Jacob Steinhart

APMA®

Financial Advisor

Franchise Owner
Visit Jacob Steinhart's website


Team

Jonathan Newton

Jonathan Newton

Investment Specialist

Qualifications

  • APMA®

View more
Keenan Briggs

Keenan Briggs

Marketing Specialist

Patty Grubb

Patty Grubb

Client Service Manager

Tamara Strom

Tamara Strom

Practice Manager