Your evolving business

Comprehensive wealth management for business owners

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Cincinnati Office

Steven G. Trimble, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Today at UBS, Steve and his team provide comprehensive financial planning, investment consulting and behavioral coaching primarily for entrepreneurs, executives and successful professionals and their families. Given his extensive planning experience, Steve is acutely aware of one of the greatest risks his clients face - improper planning for potentially 30 years in retirement. One of his top priorities in his practice is to help clients build an investment strategy designed to maintain rising income and purchasing power so they can retire comfortably and independently. He is also committed to helping families save and invest for their children's and grandchildren's education.

Steve believes so strongly in his investment philosophy that his own portfolio reflects the same principles that he recommends to his clients. Your investments and his always follow the direction of a well written comprehensive financial plan.

Steve holds the Series 6,7,63 and 65 securities licenses as well as major insurance licenses including life, accident and health, variable life and variable annuity. He earned the Chartered Wealth Advisory designation from the Estate and Wealth Strategies Institute at Michigan State University. Steve earned his B.S. degree in marketing and business administration from the University of Cincinnati.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • University of Cincinnati
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
  • (513) 369-4123

Email Me

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kyle J. Rolfes, CFP®

    Kyle J. Rolfes, CFP®

    Account Vice President

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    As the planning specialist for the Trimble Financial Group, Kyle is an integral part of the Live Planning Experience that is so important to our client's success. Prior to joining Trimble Financial Group, Kyle spent two years running hundreds of live planning meetings for UBS's high net worth clients.

    Kyle is a graduate of the University of Cincinnati with a bachelor's degree in finance and operations management. He has also received in-depth financial planning training that resulted in an extensive knowledge of our planning software and the completion of his Certified Financial Planner.

    Family and friends are an integral part of Kyle's personal life. During his spare time, Kyle enjoys traveling, playing basketball and golf and watching Cincinnati sporting events. Going forward, Kyle looks forward to starting and raising a family of his own here in Cincinnati.

        • CERTIFIED FINANCIAL PLANNER™
        312 Walnut Street
        Suite 3300
        Cincinnati, OH 45202
      • Nancy A. Harris

        Nancy A. Harris

        Senior Client Associate

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        • FL
        • IN
        • KY
        • OH

        Nancy's professional commitment has always been about going the extra mile for clients. As the "go to" person on the team, Nancy manages all operations and administrative duties, client service issues, trade execution and compliance. She works closely with Steve and his clients to help them feel confident in achieving identified goals and implementing plans for a life time of rising income in retirement.

        Nancy holds her Series 7,9,10 and 65 securities licenses.

              312 Walnut Street
              Suite 3300
              Cincinnati, OH 45202
            • Sherry Lynn Singler

              Sherry Lynn Singler

              Client Associate

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                Working side-by-side with Steve, Kyle and Nancy, Sherry focuses on relationship building, scheduling client meetings, client service and event planning. Simply, she provides that important "wow" factor - going above and beyond and exceeding client expectations. Sherry has more than 32 years experience in customer service and 13 years in the financial services industry.

                Sherry enjoys spending time with her husband, two sons and five grandchildren. During her spare time, Sherry loves to travel, watch her grandkids sporting events and root for Elder, Cincinnati Bearcats and the Bengals. Who Dey!!

                      312 Walnut Street
                      Suite 3300
                      Cincinnati, OH 45202
                    Advice for business owners and entrepreneurs

                    Advice for business owners and entrepreneurs

                    Professionals

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                    Your life, wealth and future

                    Your life, wealth and future

                    Selling your business: Proceed with passion

                    UBS Business Transition Services can help unlock the possibilities

                    Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    Global leader

                    UBS is a world-leading wealth manager

                    More than 150 years

                    offering financial advice

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