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

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.

  • Steven G. Trimble - Profile Photo

    Steven G. Trimble, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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

    For more than 30 years, Steven Trimble has been earning the trust of his clients with a holistic approach to financial planning and wealth management. As the lead advisor of the Trimble Financial Group, he serves successful individuals and their families with comprehensive financial planning and wealth management. Steve has broad experience in investment management and financial planning. His distinct perspective has helped investors - throughout major market shifts - overcome obstacles and realize their financial goals. His unique process provides straight forward solutions that sort through clutter to bring clarity and simplicity to complex financial issues.

    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.

    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.

      • University of Cincinnati
      • Certified Exit Planning Advisor
      • Senior Portfolio Manager
      312 Walnut Street
      Suite 3300
      Cincinnati, OH 45202
    • 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.

        • University of Cincinnati, Finance and Operations Management
        • 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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