Jumpstart your Growth

Take your Financial Advisory Firm
to the Next Level

Opportunities to Partner

 

  1. Succession Planning—Identify Trost Financial Consulting as your succession partner to provide your clients with the confidence that they will be cared for.
  2. Acquisition Deal Structuring—Trost Financial Consulting offers you the most competitive purchase price and accommodating deal structure.
  3. Brand & Office Infrastructure for a Silo Advisory Team—Leverage the strong attributes and strategies of Trost Financial Consulting, while still maintaining your business and branding. This option allows you to outsource the functions you prefer, while enjoying a payout that is higher than
    industry standard.

 

 

Short-term


Long-term

 

Sell & Stay


Sell & Exit

Opportunities to Partner

 

  1. Succession Planning—Identify Trost Financial Consulting as your succession partner to provide your clients with the confidence that they will be cared for.

    Short-term   Long-term

  2. Acquisition Deal Structuring—Trost Financial Consulting offers you the most competitive purchase price and accommodating deal structure.

    Sell & Stay   Sell & Exit

  3. Brand & Office Infrastructure for a Silo Advisory Team—Leverage the strong attributes and strategies of Trost Financial Consulting, while still maintaining your business and branding. This option allows you to outsource the functions you prefer, while enjoying a payout that is higher than industry standard.

Why Trost Financial Consulting?

 

  • Recognizable and respected brand
  • Family-style approach in caring for our clients
  • Turnkey office operations and processes (plug & play!)
  • Highly-structured and integrated client service model
  • Back office support from a dedicated & skilled staff
  • Access to our successful marketing strategy
  • Industry leading technology
  • Career growth opportunities
  • And more
retirement blog_trost financial consulting

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.

Email: greg@trostfinancialconsulting.com

Call Now
Jim Watson Trost Financial Consulting

Jim Watson

CA Insurance License #0N04559

Working in the financial services industry since 2006, 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, since 2004. He has two boys, Cameron and Bryce, and enjoys spending quality time with his family. In his free time, you can find Jim enjoying outdoor activities like running and snowboarding.

Email: jim@trostfinancialconsulting.com

michael-mora

Michael Mora

Michael is a Client Relations Manager 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.

Email: mike@trostfinancialconsulting.com

toni-kriley

Toni Kriley

With decades of experience in the customer relations industry, Toni Kriley has a talent for enriching each client’s experience on a daily basis. As Client Services Coordinator for Trost Financial Consulting, Toni supports our clients with a focus on relationship building and communication.

Toni has two sons; Quinton is a Junior at the University of Washington and Jake (age 13). Toni lives with her fiancé Jerry and their new English Labrador puppy. Toni loves physical activities, most especially body surfing with her boys.

Email: toni@trostfinancialconsulting.com

Nicole Reisberg

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.

Email: nicole@thesocialhaven.com

Carrie Geist

With a background in client services and marketing, Carrie Geist has always prioritized helping clients to achieve their goals and aspirations. Her passion for communication lends itself perfectly to her role at Trost Financial where she helps clients navigate their financial path. Carrie’s energetic personality and work ethic has been a welcome addition to the team.

Carrie lives in Los Angeles, CA with her husband Michael and their two daughters, Arielle and Edie. A Toronto, Canada native, she visits home as often as possible. She enjoys spending time watching hockey, needlepointing, and playing with her two dogs, Indy and Mochi.

Email: Carrie@trostfinancialconsulting.com

Schedule a Meeting

Learn more about our partnership and acquisition opportunities.