Patrick E. TrimbleWEALTH ADVISER
I started my career in the investment field as a broker with E.F. Hutton in 1987.
In 1990 I co-founded a fee only investment consulting firm. Our clients were union pension plans, defined benefit plans, public funds, foundations, endowments, and high net worth families. In 1998, I sold my interest in the firm.
I joined Deloitte to help them establish their national investment consulting practice. While at Deloitte, I sat on the practice's national management team, national investment research team and headed the practice's largest and most productive region overseeing billions of dollars in assets.
After many years of experience in the industry, I started Irongate International, L.L.C. in 2001. Irongate served High Net Worth (HNW) clients, their families and their charitable organizations.
In 2019, I joined United Capital and I am continuing to serve only the HNW market.
B.A., University of Iowa
Series 65 registration
Previously held Series 7, Series 65 registrations
Service and Interests
Married and a father of four grown children
Coached girls and boys junior high school basketball for 19 years
Was a member of the local American Red Cross finance committee
Enjoys both golf and fishing