Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Brian Gray

Brian Gray

Private Wealth Advisor

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

Jacob Cooley

CPA

Financial Advisor

Learn more about Jacob Cooley Visit Jacob Cooley's website
Advisor photo for Kevin D Briggs

Kevin D Briggs

LUTCF®, CRPC

Private Wealth Advisor

Learn more about Kevin D Briggs Visit Kevin D Briggs's website
Advisor photo for Jacob Steinhart

Jacob Steinhart

APMA®

Financial Advisor

Franchise Owner
Learn more about Jacob Steinhart Visit Jacob Steinhart's website


Our team

Jonathan Newton

Jonathan Newton

Investment Specialist

Qualifications

  • APMA®

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Patty Grubb

Patty Grubb

Client Service Manager

Tamara Strom

Tamara Strom

Practice Manager

Keenan Briggs

Keenan Briggs

Marketing Specialist