Trippon Wealth Management Group LLC

Mitchell Craig is a financial advisor at Trippon Wealth Management Group LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Trippon Wealth Management in 2021, he worked in various roles including at Southwest Pool Management and Kroger. He is also a licensed life and health insurance agent. Trippon Wealth Management Group LLC provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm tailors portfolios with a focus on fixed income and employs a mix of fundamental, technical, and cyclical analysis, while also offering pension consulting and limited financial consulting services.

James Trippon is a financial advisor with Trippon Wealth Management Group LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has led Trippon Wealth Management Group since 2005 and also serves as president of JM Trippon & Co, a CPA firm he has been involved with since 1990. Outside of advisory work, he manages several oil well investment entities and is involved in publishing through Bretton Woods Press LLC and Trippon Financial Media, Inc. Trippon Wealth Management Group provides discretionary and non-discretionary portfolio management for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm focuses on tailored portfolio allocations with a concentration in fixed income and employs a combination of fundamental, technical, and cyclical analysis, conducting ongoing account reviews by firm principals.

Tyler Olson is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at BB&T, Envision Wealth Planning, and has been with Trippon Wealth Management Group LLC since 2018. In addition to his advisory role, Olson is a licensed life insurance agent. Trippon Wealth Management Group LLC provides discretionary and non-discretionary portfolio management for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm focuses on tailored portfolios with a concentration in fixed income, using a combination of fundamental, technical, and cyclical analysis.

Travis Rhoad is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Trippon Wealth Management Group LLC since 2013. Outside of his advisory role, he is also involved in life and health insurance sales. Trippon Wealth Management Group LLC provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm focuses on tailored portfolios with a concentration in fixed income and employs a combination of fundamental, technical, and cyclical analysis.