Imagine financial independence and personal fulfillment.

We call it
whole-person success.

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Trusted financial strategists and personal advisors

We believe that financial prosperity is best paired with personal fulfillment and understand both can be challenging to achieve. Inspired by our passion for financial and personal advising, we’ve created a distinct approach that helps you strive toward holistic success. We’ll get to know your every hope, uncertainty, and preference so that we can support sound decisions–both with your money and in your everyday life.

  1. Financial
  2. Personal
  3. More

Gregory Trost

NM Insurance License #7139911

CA Insurance License #OD62963

Greg has over 30 years in consulting and has specialized in financial services since 2001. The foundation of his practice has always been squarely on the client, with a holistic approach that is about understanding and working toward both personal and financial goals. Greg’s investment philosophy is focused on listening, which fosters outstanding, long-term relationships with clients. He also conducts retirement seminars to educate people on avoiding the pitfalls that can exist on the road to reaching their financial independence.

Greg has been married to his wife, Sara, for 36 years, and has twin sons, Nicholas and Jaren, and two granddaughters, Adelina and Paloma. Nicholas is married to Quiana Salazar-King and both are practicing law in Albuquerque, New Mexico. Jaren is a Rheumatologist at Optum Health. Greg enjoys golf, travel, and cheering on his beloved Oregon Ducks.


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Are we a good fit?

As we grow together, we’ll work to understand your interests, aspirations, and concerns so we can craft a custom course of action. During this process, we often discover our clients share similar values with us—an important indication that we’d work well together.

If you agree with these statements, let’s chat!

  • I’m interested in a close, personal relationship with an advisor.
  • I’m looking for a bigger picture approach to finances.
  • I’m eager to plan for actionable goals.

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the conversation?

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The LPL Financial Registered Representatives associated with this sitemay only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Minnesota, New Mexico, Oregon, Pennsylvania, Texas, Virginia, Washington