Grant Trimble is a CFP® with 22 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Trimble Wealth Advisors, V Wealth Advisors LLC, and LPL Financial. Outside of his advisory work, he coaches youth soccer in Kansas City without accepting a coaching fee. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers discretionary portfolio management utilizing an in-house Investment Committee, third-party sub-advisors, and customized tools, with a particular focus on retirement plans and institutional services.

Elizabeth Trimble is a financial advisor with CWM, LLC, holding a Series 65 credential and three years of industry experience. She has worked at CWM, LLC and Trimble Investment Group since 2022 and previously at V Wealth Advisors LLC. Outside of advising, she is a commissioned notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, combining model portfolios managed by an in-house Investment Committee with various analytical tools and third-party providers.