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: #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.

Email: [email protected]

Katie assists the financial advisors in delivering exceptional customer service to all current and future clients. With expertise in account management and tailoring support for clients, Katie, ensures a top-notch experience.