Bloom Financial, LLC

Thomas Trimmer Jr. is a financial advisor at Bloom Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Whitney Financial Strategies, LLC since 2018 and at Trimmer Capital Management since 2004. Outside of his advisory work, he is the founder of Custom Marine Products, a business that sells marine solar panels. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers, combining both passive and active investment strategies within tailored asset-allocation frameworks.

Amy Bloom is a Series 65-licensed financial advisor with Bloom Financial, LLC and has seven years of industry experience. She is also involved with Bloom Life, LLC, an insurance-related business where she serves as an agent. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers and combines these recommendations with comprehensive planning services tailored to clients’ goals and risk tolerance.

Mitchell Bloom is a financial advisor with Bloom Financial, LLC in Westminster, CO, holding a Series 63 designation and 34 years of industry experience. His prior work includes roles at FourStar Wealth Advisors, LLC and Cetera Advisor Networks LLC. Outside of his advisory work, he owns and manages Alterna Card Services, a retail link development company. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers and combines these recommendations with comprehensive planning services tailored to client goals and risk tolerance.