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.

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

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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

APMA®

Private Wealth Advisor

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

Jacob Cooley

CPA

Financial Advisor

Chief Financial Officer of Trivium Wealth Advisors
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,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Personal Intro

Jon grew up in Evansville, attending North High School, Murray State and the University of Southern Indiana. Jon joined Jacob’s team at Ameriprise in August of 2024. In his free time, he enjoys spending time with his son Maxwell, training martial arts, and watching the Saint Louis Cardinals and Indianapolis Colts.

Qualifications

  • APMA®

Roles & Responsibilities

  • Jon's job is to work with each wealth management client to create portfolio solutions that align with their unique goals.
  • Jon believes that by taking an individualized approach we can more closely align portfolio results to client needs over time.
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Keenan Briggs

Keenan Briggs

Marketing Specialist

Patty Grubb

Patty Grubb

Client Service Manager

Tamara Strom

Tamara Strom

Practice Manager,

Chief Operating Officer of Trivium Wealth Advisors

Qualifications

  • MBA

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