Meet the Team

Liz Trimble

Wealth Advisor and Director, Client Service

Liz is focused on the needs of the clients of Trimble Wealth Advisors, overseeing the onboarding and engagement process for the firm’s clients. She enjoys getting to know them personally and helping them develop plans designed around their goals and priorities.

A graduate of the University of Wisconsin, Liz holds a Bachelor of Arts in English and Communication Arts. Prior to joining Trimble Wealth Advisors, Liz spent more than a decade managing client services in the advertising and marketing industry, specifically working on digital marketing solutions.

Liz loves traveling with her husband, Grant, and their three children, Henry, Charlie and Georgia. She loves cheering on her kids in the activities they enjoy and introducing them to new experiences. She tries to embrace new experiences herself too, including recently learning to downhill ski in her 40s. Outside of work, Liz enjoys live music, theater, playing golf and mahjong, and volunteering with her children’s schools and activities. She’s also an avid dog lover and adores her family’s two dogs, Annie and Bear. She would happily add a few more if she could.