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

APMA®

Private Wealth Advisor

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

Jacob Cooley

CPA, APMA®

Financial Advisor

Chief Financial Officer of Trivium Wealth Advisors
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,

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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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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Keenan Briggs

Keenan Briggs

Marketing Specialist