Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Cincinnati Office

Steven G. Trimble

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • 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

Steven G. Trimble is also part of:
Riverwatch Wealth Management

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®

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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. 

        • CERTIFIED FINANCIAL PLANNER®
        312 Walnut Street
        Suite 3300
        Cincinnati, OH 45202
        kyle.rolfes@ubs.com
        Kyle J. Rolfes, CFP®
        312 Walnut Street,Cincinnati,OH,45202
      • Nancy A. Harris

        Nancy A. Harris

        Senior Client Associate

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        • FL
        • IN
        • KY
        • OH

        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.

              312 Walnut Street
              Suite 3300
              Cincinnati, OH 45202
              nancy.harris@ubs.com
              Nancy A. Harris
              312 Walnut Street,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
                      sherry.singler@ubs.com
                      Sherry Lynn Singler
                      312 Walnut Street,Cincinnati,OH,45202

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