Trip has spent the last 20 years in the financial services industry specializing in both personal financial planning and planning for business owners. As a long-time proponent of the importance of comprehensive planning, Trip has spent the greater part of two decades developing financial planning software, speaking at industry events across the country, training anddeveloping financial representatives and in various leadership capacities. Trip earned his Certified Financial Planner® designation in 2004, and has since earned nationally recognized specialty planning designations for retirement income planning (RICP®) and business exit planning (CExP).
Trip now focuses on helping his clients become financially organized and educating them so they feel empowered and capable of making informed financial decisions. His goal is to help clients protect themselves from risks in life that could have catastrophic effects on their finances, and focus their resources to efficiently build wealth over time.
Originally from Louisville, KY, and a graduate of Miami University in Ohio, Trip spent 15 years in Charlotte, NC where he met his wife, Susan. In 2015, Trip and Susan relocated to Susan’s hometown of Tampa, FL so their two kids, Camryn and James, could spend more time with their cousins and grandparents. Trip and Susan enjoy going to the beach, fishing or anything else that allows them to enjoy Tampa’s beautiful weather year round!
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0J03096