How do you empower your clients to live their Signature Life?

I encourage clients to enjoy their money and not save every nickel. Many of our clients are super conservative with money and we plan for estates and other things like tithes, gifts and vacations because these are life experiences!

 

What does your life look like outside of the office?

I have two children, my son attends the University of Tennessee and my daughter will be on her way to North Carolina State. In my spare time, I enjoy watching my kids play sports and continually reading and researching the information on the financial markets around the world.

 

What can you tell us about your professional journey?

After graduating from the University of South Carolina with a Bachelor's degree in Sports Administration, I began my career in 1996 with AG Edwards. Once transitioned into the institutional side of the business in 1999, I was consistently one of the top wholesalers with The Hartford, The Phoenix Companies, AIG's SunAmerica, and The AXA Company. Following these successes, I was swiftly recruited into management by Lincoln Financial in 2007. Eventually, my drive and knowledge of the business allowed me to rise to the position of Divisional Sales Manager for the Northeast and Southeast divisions. In 2015, I joined with John W. Chidwick to found StoneStreet Wealth Management, and the rest is history.

 

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FUN FACT: 

Tripp absolutely loves comedy!