As Vice President, Wealth Management, what excites Trip the most about his profession is the uniqueness of each day and the distinctiveness of every financial plan. There is no "standard" financial plan because every household has its own set of circumstances and needs. The peace and confidence the team aims to provide clients give him an invaluable sense of purpose each day. It is not just the work but the friendships he builds with clients that he enjoys the most. The longer he works with clients, the more he feels like a part of their families and shares in the joys of their lives, making this an incredibly rewarding profession.
Education and time are two critical components of his approach. Whether clients are more comfortable with financial topics or not, they all seek an advisor for help. For some, that means education—teaching them about concepts that could benefit them. For others, it is about time—taking on the responsibility of monitoring and making recommendations so they can spend their time doing what they enjoy.
Growing up, Tripp was fortunate to be around various family friends who had been successful businessmen and women. As he got older and attended school, he noticed that essential business and professional financial lessons were missing from the curriculum. This gap sparked his passion to explore finance further, ultimately leading him to choose this career path.
He was born in Richmond, VA, but has spent most of his life in Cary, NC. While he spent the school year in Cary, he would spend much of his summers in a small, rural town in Virginia. It is one of those places where everyone knows everyone. With limited entertainment options, they spent more time enjoying each other's company and the simple pleasures of life. This experience has given him a deep appreciation for family time, being outdoors, and just slowing down. His upbringing in both places has certainly shaped who he is today.
Tripp shares his life with his wonderful wife, Courtney, their son, Bryant, and their dog, Sam. In his free time, he enjoys spending time with his family, doing yard work, playing golf, and going on vacations. He also has a keen interest in history, whether traveling to historical sites or reading books about the past.
