Who We Are

Grant Trimble, AIF®, CFP® - Founder and Personal Wealth Advisor

As the founder and owner of Trimble Investment Group, Grant has developed and refined The Sigma Formula™ to take the disparate parts or financial instruments clients have, and create the sum that provides clients with their financial plan. He prides himself on being able to take the worry off his clients so they can sleep better at night knowing their financial futures are secure.

Grant holds a Bachelor of Arts in Economics from Northwestern University where he played Varsity soccer. He started his career as a Financial Advisor in 2004. In 2011, he founded Trimble Investment Group – an independent advisory firm which allows the team to offer their own tools and processes vetted by us for the benefit of our clients. He holds the designation of Certified Financial Planner®, which is recognized as the highest standard in Financial Planning.

Outside of the office, Grant spends his time with his family – wife Liz, and children Henry, Charlie and Georgia – staying busy with kids’ activities and traveling as a family. He coaches youth soccer and is an avid Chiefs football and Kansas Jayhawks basketball fan. Grant is also a voracious reader of all types of books.

Phil Paschang, CFP® - Personal Wealth Advisor

Phil has been active in the financial services industry since 1986 and became a registered investment advisor in 2013. As an independent provider of financial services, he is able to put the interests of his clients first and avoid many of the potential conflicts of interest inherent in the proprietary provider universe. Phil’s motto is “Everybody matters!” and is willing to help anyone who is motived to improve their circumstances regardless of compensation.

 

A graduate of the University of Kansas, Phil holds the Certified Financial Planner® (CFP®) designation, the Chartered Financial Consultant® (ChFC®) designation, and the Chartered Life Underwriter® (CLU®) designation. He is a past president of the Greater Kansas City Financial Planning Association where he served on the Board of Directors for six years.  Phil is also a founding member of the FPA National Pro-Bono Advisory Committee. 

 

Personally, Phil is a big believer in service to others. He has been active for many years with non-profit service organizations and his church. He has been married to Christi for over 35 years and together they have three wonderfully grown children.

Liz Trimble – Marketing and Client Relationship Manager

Liz focuses on the onboarding and engagement process of all clients of Trimble Investment Group. She enjoys getting to know their clients personally and helping them realize their goals and dreams are achievable through proper planning.

 

A graduate of the University of Wisconsin, Liz holds a Bachelor of Arts in English and Communication Arts. Prior to joining Trimble Investment Group, Liz spent over ten years as a client service manager in the advertising and marketing industry, specifically working on digital marketing solutions.

 

Liz, along with Grant, loves to travel with their children (especially to San Diego) and introduce them to new experiences. She values time with family and close friends, and finding ways to give back to organizations near and dear to their family.

 

Cassie Seever – Client Associate

Cassie focuses on day-to-day administration of the firm's clients. If you visit us in our Overland Park office, Cassie is the friendly face greeting you and also answering your phone call from time to time. She prides herself on being detail-oriented and accommodating to all of our clients.

 

Cassie graduated from Avila University in Kansas City, MO with a Bachelor of Science in Special Education. Her career has been focused on administration and operations, varying from consulting firms to medical offices. In her spare time, Cassie enjoys dog sitting and sipping a glass of wine.
 

Our Other Professional Resources
Our clients can often benefit from additional outside advice and guidance in the areas of Insurance, Accounting, and Estate Planning.  Therefore, we partner with other professionals to design and implement the specific strategies and solutions our clients need in these cases.
 

 

Grant M. Trimble

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Kansas City Office:                                             San Diego Office: 

6800 College Boulevard, Suite 630               12340 El Camino Real, Suite 300

Overland Park, Kansas 66211                           San Diego, California 92130

913-890-8767                                                

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Investment advisory services provided through V Wealth Advisors LLC, a registered investment advisor doing business as "Trimble Investment Group."

 

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