Trippon-Rhoad Team

8588 Katy Fwy, Ste 320

Houston

,

TX

77024

Trippon-Rhoad-Team

About the Trippon-Rhoad Team

The Trippon-Rhoad Team is committed to helping clients make informed financial decisions through a goals-based approach tailored to each client’s circumstances. We strive to build lasting relationships grounded in trust, integrity, and attentive service, taking the time to understand what matters most to each client.

Our investment philosophy centers on constructing portfolios aligned with your objectives, risk tolerance, and long-term priorities. Through diversification across asset classes and global markets, we seek to manage risk while identifying opportunities for growth. As your life evolves, we adjust your financial strategy to help you stay aligned with your financial goals.

Wealth Enhancement Welcomes Trippon Wealth Management

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Advisory Team

Jim Trippon

CPA
Senior Vice President, Financial Advisor

Travis Rhoad

CFA®, CPA
Senior Vice President, Financial Advisor

Tyler Olson

CFP®
Vice President, Financial Advisor

Mitch Craig

Vice President, Financial Advisor

Resources from our team

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Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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