As the planning specialist for the Trimble Financial Group, Kyle is an integral part of the Live Planning Experience that is so important to our client's success. Prior to joining Trimble Financial Group, Kyle spent two years running hundreds of live planning meetings for UBS's high net worth clients.

Kyle is a graduate of the University of Cincinnati with a bachelor's degree in finance and operations management. He has also received in-depth financial planning training that resulted in an extensive knowledge of our planning software and the completion of his Certified Financial Planner.

Family and friends are an integral part of Kyle's personal life. During his spare time, Kyle enjoys traveling, playing basketball and golf and watching Cincinnati sporting events. Going forward, Kyle looks forward to starting and raising a family of his own here in Cincinnati.

Registered States:
AZ, CA, CO, CT, FL, IL, IN, KY, MA, MI, NC, NE, OH, OK, PA, SC, TX, VA, WI

Nancy's professional commitment has always been about going the extra mile for clients. As the "go to" person on the team, Nancy manages all operations and administrative duties, client service issues, trade execution and compliance. She works closely with Steve and his clients to help them feel confident in achieving identified goals and implementing plans for a life time of rising income in retirement.

Nancy holds her Series 7,9,10 and 65 securities licenses.

Registered States:
FL, IN, KY, OH

Working side-by-side with both Steve and Nancy, Sherry focuses on relationship building, client service and event planning. Simply, she provides that important "wow" factor - going above and beyond and exceeding client expectations.