Speakers

 

JT Trimble, CFP

Lead Advisor

Root Financial Partners

As a Senior Financial Advisor, Gosia collaborates with clients to develop holistic, personalized financial plans to help them achieve their personal and financial goals. Gosia is a member of the firm’s Planning Committee and in that role assists in developing best practices for the firm’s financial planning services. Gosia also collaborates with the firm’s advisory leadership team to help guide the broader operations of the business.

Gosia has a Bachelor of Science degree from the Johns Hopkins Carey Business School, graduating in the top ten of her class and was awarded the David M. King Merit Scholarship from the College for Financial Planning. Gosia recently celebrated her twelfth anniversary with the firm.