Email: [email protected] • CA & NM Insurance License: #7139911

As the Founder of Trost Financial, Greg believes that helping his clients work through the challenges of raising children, providing financial confidence for their family and setting up a comprehensive retirement is paramount to a client’s well-being, both mentally and physically. Having spent his entire career as a business owner, Greg acutely understands the challenges that these individuals face on a daily basis. Greg finds great joy in coordinating a dedicated team of professionals to integrate client’s business and retirement strategies.

Email: [email protected] • CA Insurance License: #0N04559

Jim works directly with the Trost Financial advisory team to create customized investment portfolios, tax-efficient distribution planning and retirement plans design for small business owners. With a strong value around creating enduring, life-long relationships with clients, Jim believes that the relationship begins long before the start of any meeting. It originates with a deep understanding of the client’s most important values and goals, nurtured through translating that knowledge into thorough and effective strategies for any business or personal situation. The most satisfying part of his day is when he meets with clients face-to-face. As a CEPA certified advisor, Jim is highly qualified in supporting the specific needs of Trost Financial’s business owner clients. He enjoys seeing first hand the impact that Trost Financial has made through comprehensive planning which can help work towards a client’s financial future. Jim received his Certified Exit Planning Advisor (CEPA) designation in 2022.

Email: [email protected] • CA Insurance License: #0M66854

As Trost Financial’s Integrated Planning Coordinator, Michael is passionate about assisting advisors in providing a path for clients to pursue their financial goals. Michael has a depth of experience in data and cash flow analysis, investment strategies, spending advisement, tax savings and overall client management.

Michael is proud to have received his Bachelor of Science in Economics and Business Administration from the University of Oregon (Go Ducks!), and has continued to develop his passion for Finance. As a part of the Trost Financial team since its inception in 2018, he is now working to become a Certified Financial Planner in order to further support the clients of Trost Financial. Michael passed his Series 7 Securities Exam in 2022.

Email: [email protected]

Carrie assists the financial advisors in coordinating the needs of your small business including; evaluating business plans, designing growth strategies and facilitating financing relationships. Carrie’s speciality in critical thinking and creative problem solving can help you navigate business ownership more seamlessly. Through assisting advisors to meet your business needs, strategies are designed that move you toward maximizing your growth potential. Carrie received her Certified Exit Planning Advisor (CEPA) designation in 2022.

Nicole serves as the Trost Financial marketing guru, owning all company marketing efforts including social media, email, web, marketing and more. Nicole is also a trusted resource to Trost Financial clients, advising them on how to push forward their online footprint, customer satisfaction, and brand awareness.

Mary serves Trost Financial clients in the role of Client Services Specialist. In this position, Mary works closely with the internal team and clients providing administrative assistance and world-class service.