Joseph T. Trimble ,
JT has been involved in the financial services industry since 2016. Prior to joining Savant, he was a financial planner for a CPA-based financial advisory firm in the DC Metro area and a senior specialist, high net worth representative at Charles Schwab. Before transitioning into financial services, he was an athletic director, baseball and softball coach, and physical education teacher.
JT earned a bachelor of science degree in business administration with a minor in outdoor leadership and emphases in finance and biblical studies from Colorado Christian University and a master of science degree in sport pedagogy from Baylor University. He is a member of the Investments & Wealth Institute and the Financial Planning Association.
JT and his wife Lindsay, along with their children Sullivan, Violet, and Judah live in Leesburg, VA, moving there from JT’s hometown of Littleton, CO to be near Lindsay’s family in Pennsylvania. They love being outdoors and being active, including lots of sports, nature, and playgrounds. His hobbies include anything related to Colorado athletic teams, fly fishing, golf, and snowboarding.
“There are far, far better things ahead than any we leave behind.” – C.S. Lewis. I love to help people and live life, every day. This mostly entails engaging my wife and three little ones in seeking out adventures, particularly in the outdoors.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.