Jim Trippon
Jim Trippon, CPA, is one of America’s foremost authorities on investing, retirement planning, and financial markets, and is based in Houston, Texas.
An Amazon.com bestselling author, Jim is frequently quoted by the press, both in the U.S. and internationally, including Investor’s Business Daily, Barrons, and CBS Market Watch. He is an on-air contributor to CNBC, FOX News, First Business, and the Nightly Business Report.
Jim started his career as a CPA in the Houston, Texas office of Price Waterhouse, advising numerous “Fortune 100” corporations and their executives. His responsibilities included planning and examining the financial statements and pension & employee benefit plans of industrial giants such as Exxon and Shell Oil.
Jim’s Texas roots and his affinity for the energy industry have served him well… and has allowed him to work personally with executives at some of the world’s largest oil companies.
In Texas, Jim runs Trippon Wealth Management Group LLC, a State of Texas Registered Investment Advisory Firm that works primarily with senior corporate executives and their families.
Over decades of practice, Trippon’s knowledge has helped clients to make and protect hundreds of millions of dollars. His 2003 Amazon.com bestseller, How Millionaires Stay Rich Forever: Retirement Planning Secrets of Millionaires and How They Can Work For You, reveals many of the techniques used by America’s richest individuals to hold onto their wealth in today’s volatile economy.
Trippon’s dedication to his field and his unique financial expertise have been widely recognized. He is a member of the American Institute of CPAs, the Petroleum Club of Houston, and MENSA.
Trippon’s vast knowledge and skills in giving invaluable financial advice have pushed him to the top, a place he plans to stay far into the future.
Travis Rhoad, CFA
Travis Rhoad, CFA, has been with Trippon Wealth Management Group LLC since 2013 in several roles in the organization, primarily as an investment advisor. Travis graduated from the Texas Tech University in 2010 with a Bachelor of Business Administration in Finance. In 2018, Travis earned the prestigious Chartered Financial Analyst (“CFA”) charter from the CFA Institute. Travis and his wife spend their free time traveling, spending time with family, and volunteering with Paws for Heroes, a local charity that pairs military veterans with rescue dogs.
Tyler Olson, CFP®
Tyler Olson, CFP®, has been an investment advisor of Trippon Wealth Management Group, LLC since February 2018. Tyler graduated from Western Kentucky University in December of 2017 with a Bachelor of Science in Finance with a concentration in Financial Planning and moved to Houston from Kentucky to join the Trippon Wealth Management team. In 2020, Tyler obtained the CFP® certification from the CFB Board. Outside of the office, Tyler likes to travel and participates in many outdoor activities such as volleyball, kickball, softball and flag football. He is also active in the Houston FPA NEXGen Community.
Mitchell Craig
Mitchell Craig has been with Trippon Wealth Management Group LLC since June 2021 serving primarily as an investment advisor within the organization. Mitchell is originally from Houston and graduated from The Rawls College of Business at Texas Tech University in May of 2021 with a Bachelor of Business Administration in Finance. Outside of work, Mitchell enjoys traveling, exercising, golfing, and spending time with his family and friends.
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