Our team is a dedicated group of trusted financial and personal consultants...
…who believe that life is best enjoyed when there’s balance. From your work to your free time to your finances, we help you find a better equilibrium for your every day.
NM Insurance License #7139911
Greg has over 30 years in consulting with the last 16 in the financial services industry. 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 34 years, and has twin sons, Nicholas and Jaren, and two granddaughters, Adelina and Paloma. Nicholas is married to Quiana and practicing law in Albuquerque, New Mexico, and Jaren will be a fellow in rheumatology at University of New Mexico. Greg enjoys golf, travel, and cheering on his beloved Oregon Ducks.Call Now
CA Insurance License #0N04559
With over 12 years in the financial services industry, Jim Watson has developed a keen insight into the value of developing strong relationships with each and every client. He is a trusted financial strategist and personal advisor, formulating appropriate financial planning strategies that align with each individual’s specific life goals and objectives.
As Vice President of financial services firm, Trost Financial Consulting, Jim’s focus is on creating lifelong relationships with clients, and supporting the company’s mission in guiding individuals toward financial independence and personal fulfillment.
Based in Los Angeles, CA, Jim has been very happily married to his wife, Colleen, for 15 years. He has two boys, Cameron (age 12) and Bryce (age 9), and enjoys spending quality time with his family. In his free time, you can find Jim enjoying outdoor activities like running and snowboarding.
Michael is a Client Relations Associate at Trost Financial Consulting. He received his B.S. in Economics from the University of Oregon and has continued to develop his passion for Finance, especially on the investment side. Michael is working to become a certified Financial Advisor while helping to manage the day to day needs of clients. In his spare time, Michael can be found rooting for his favorite sports teams including the Dodgers, Lakers, Rams and Oregon Ducks.
A California native with a passion for online marketing, Nicole graduated with dual-bachelors in Business from California State University, Long Beach. Her marketing experience spans a wide array of industries including pharmaceutical, restaurant, financial services, fitness and education. In 2014, Nicole founded Social Haven Marketing, a boutique online marketing firm with the goal helping business owners to maximize their marketing efforts. Nicole is proud to have partnered with Trost Financial Consulting as Marketing Director, working to push forward their online footprint, customer satisfaction and brand awareness.
Katie is a Client Relations Associate at Trost Financial Consulting. After graduating with her B.S. in Education and her B.A. in Clinical Psychology from Keene State College, Katie left the New England winters behind for Manhattan Beach living. Katie is a Native Bostonian and lifelong Patriots and Red Sox fan. When not at the office, Katie can been seen running The Strand in her Red Sox hat with her boyfriend Mike and their puppy Frankie.
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