Tripp-Ubanoski Investment Group

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Griffin Geisler

Wealth Strategist

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Antoine Burrell

Trust Consultant

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Roman Lefranc

Investment Banking Solutions

As a member of Investment Banking Solutions, Roman offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Vivian Frederick

Internal Wealth Strategist

As an internal wealth strategist, Vivian is our subject matter expert in complex planning concepts and the tools that support our planning platform. He also assists advisors with effective client discovery, developing and monitoring wealth plans and planning presentations.

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