Experience

For more than 30 years, Steve Trimble has been earning the trust of his clients with a holistic approach to financial planning and wealth management. As one of the lead advisors of Riverwatch Wealth Management, he serves business owners, successful professionals and their families with comprehensive financial planning and wealth management. His distinct perspective has helped investors - throughout major market shifts - overcome obstacles and realize their financial goals. 

Steve is a graduate of the University of Cincinnati and has received specialized training in portfolio management, financial planning and estate planning from The Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Strategies Institute at Michigan State University. He is also a certified Exit Planning Advisor and assists in helping business owners effectively exit or sell their business. 

Away from the office, Steve enjoys a very vibrant family life with his wife Paula, their ten children and five grandchildren. When not spending time with family and friends, Steve likes running, playing golf and coaching youth sports.

Don began his financial services career in 1988, and he joined UBS Financial Services Inc. in April 2008. He is a Senior Vice President – Wealth Management. He is also an Institutional Consultant, UBS Institutional Consulting and a Retirement Plan Consultant, UBS Retirement Plan Consulting.

 In addition to earning various industry designations, including Certified investment Management Analyst® (CIMA®), CLU®, ChFC®, and the CFP®. He earned the Master in Financial Services (MSFS) degree from The American College in Bryn Mawr, PA.

 Outside of the office, Don is an avid runner and enjoys golf. He has been married to his wife, Mary Ann, for 33 years, and they have a daughter, Jessica and two granddaughters.

Assisting individuals and companies with their investing and planning needs has been Jim’s mission for over 33 years as a financial advisor. Experience through various market cycles has provided him the knowledge to manage clients portfolios to reach their goals and objectives. Our Financial Planning tool provides the framework to make well-informed decisions on what types of investments are appropriate for each client. Ongoing portfolio evaluation and review is essential to ensure clients reach their financial goals.

 Jim is a proud graduate of Xavier University in Business Management and Finance. He and his wife, Kim live in Landen, Ohio and enjoy spending time with their children and three wonderful grandchildren.    

Tony began his career in the financial services industry over 36 years ago. He is a Senior Vice President – Wealth Management.

 Tony is a proud graduate of the University of Cincinnati with a BA in Finance.

 Tony and his fiancé, Sherri, enjoy traveling, cooking, golfing, college football, and various other activities. Tony has three grown children and one grandson.

Diane began her career in the financial services industry with Gradison, now UBS, in 1990. Her areas of expertise are Portfolio Strategy, Education and Retirement Planning.

 After graduating from the University of Cincinnati, Diane continued her professional development by earning her Series 6, 7, 63, 65 and OH & IN Life, Accident & Health Insurance and Variable Annuity Licenses.

 Diane, a Cincinnati native, is active in her community. She lives with her family in the Bright, IN area and enjoys gardening, cooking, reading and is a performing arts enthusiast.

Kyle Rolfes joined UBS in 2015.  He primarily focuses on financial planning and portfolio construction.  Through advanced planning opportunities and cash flow analysis he prides himself on helping clients navigate both the accumulation of assets prior to retirement and creating supplemental income streams in retirement. 

Kyle is a graduate of the University of Cincinnati with degrees in both Finance and Operations Management.  He received his Certified Financial Planner® designation in 2017. 

Away from the office, Kyle has a growing family with his wife Sarah and his son George.  He enjoys local Cincinnati sports and any physical activity especially golfing with his friends and family. 

Garrett serves as a planning specialist for Riverwatch Wealth Management. He is an experienced planner that throughout his career has created and presented many financial plans. Garrett’s desire to help others has led him to a career where he can have an impact in his clients lives, by taking a comprehensive view to financial planning. Garrett has been able to deliver unique solutions for the clients that he and his team serve.

 Garrett graduated from the University of Cincinnati. He has also achieved his Certified Financial Planner Certification. This designation allows him to have more in-depth financial conversations with his clients.

 Away from the office, Garrett is a proud husband and father. He lives in Anderson, Ohio with his wife Lindsay, daughter Violet and son William. He enjoys traveling, golfing and cheering on his Cincinnati Bearcats. 

Diane began her career in 1986 with Kidder, Peabody. Diane worked with Bill Leugers for 25 years through mergers with McDonald, Keybank, and UBS and has worked with the team since it’s inception.

 Diane and her husband reside in Ross Township, Ohio with their two dogs and have three adult children, three granddaughters and a grandson. She enjoys time with her family, baking and reading.

Professional commitment has always been Nancy’s goal. Her 35 years of service in the Investment Management Industry is evidenced by her knowledge and experience in managing the operations and administrative service issues, including trade execution and compliance requirements. She works closely with the team and clients, helping them feel confident in identifying and achieving goals through each stage of their life.

 Outside of work, Nancy enjoys spending time with her three sons and grandchildren. She is an avid football fan and enjoys traveling, gardening and reading.

Patty joined Gradison, now UBS, in 1986. She has over 35 years of experience in the financial services  industry. She brings a wealth of knowledge to our team in all facets of operations and customer service. 

Patty is a graduate of the University of Cincinnati with a bachelor’s degree in Marketing and Management. She has also earned her Series 3, 7, 63, 65, and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. 

She’s a resident of Westwood in Cincinnati and has a son and two granddaughters. She enjoys spending time with family and friends, Salsa dancing, pickleball and creating art.

Suzanne joined our team in December 2015 and has over 27 years of experience in the industry.  She brings a wealth of knowledge to our team, especially in all facets of customer service, managed accounts and special projects.

 After attending Wright State University, she earned her series 3, 7, 63, 65 and Ohio Life, Accident & Health Insurance and Variable Annuity licenses.

 Suzanne is a Dayton native, but now lives in eastern Cincinnati with her husband and 2 dogs. She enjoys physical fitness activities, travel and reading.