PRESIDENT

A financial professional for over 20 years and a third-generation planner, Tripp has extensive experience guiding people toward their financial goals through the ups and downs of the economy. His credentials include two designations: Certified in Long Term Care (CLTC) and Certified Family Business Specialist (CFBS), which required advanced coursework in long-term healthcare strategies, business valuation, succession planning and other financial subjects at the American College of Financial Services. Tripp’s experience and education enable him to assist clients with services ranging from Social Security maximization and lifetime income planning, to required minimum distributions and estate planning.

Due to his performance, he has previously been awarded membership in the prestigious Million Dollar Round Table’s Court of the Table, which is considered the standard of excellence in the financial services industry. Away from work, Tripp is an active member of Mt. Horeb United Methodist Church. He and his wonderful wife, Amy, have been happily married for 22 years and have three children. His hobbies include photography, golf, and fishing.