Workflow efficiency is at the heart of everything we do
Something magical happens when we show your staff how to use technology to perform their job better and faster. First, they get excited: “Hey, that’s cool!” Next they begin to talk about their technology improvements with other people: “Look what we can do!” Before you know it, they become innovators. They start finding other ways to use technology to perform their job better and faster. At Trumpet, we love to make people so enthusiastic about technology that they ‘trumpet’ and share with others.
Our purpose: to help people enjoy the way they work.
Trumpet was founded by Kevin Day and Jo Day
Hired our first Trumpeter
Launched our Maestro OCR product (now known as Symphony OCR)
Began implementing document management systems for RIAs
Since 1999, we’ve been providing custom workflow solutions to financial advisory and legal firms. Our team doesn’t just provide another piece of software. We’ve developed a specific methodology and collection of tools that transform your business.
Fast, friendly support
We’re a technology partner that speaks your language. When you work with us, you can count on our team to be responsive, helpful, and leave you smiling.
Trumpet knows every business has unique needs and processes, so we design custom solutions that give you everything you need and nothing you don’t. In short, we make technology work the way you do.®
Trusted partner relationships
Trumpet does more than just implement software. We create lasting partnerships with our clients to help improve your workflow now and as your business evolves.
Meet the team
Co-founder & President
Kevin has over two decades of experience in process optimization, lean business techniques and creating technology tools that allow people to enjoy their work by eliminating mundane, not-so-fun tasks. Kevin's specialty is thinking about things sideways, finding deeper truths in systems and processes, and then coming up with non-obvious, yet beautiful, solutions to challenges. His latest passion is developing strategies for helping organizations establish a Culture of Continuous Improvement so growth and operational excellence occur simultaneously.
When he's not busy helping the Trumpet team innovate, Kevin enjoys taking long (really long) bike rides and exploring the less traveled paths around Arizona and Colorado.
As CEO, Ryan leads the Trumpet team with a strong connection to our purpose, fueling the company’s vision, strategy and growth. His passion for technology and a background in finance are what brought him to Trumpet but his analytical nature is what made him thrive. Ryan is a graduate from Arizona State University, where he studied Finance. Before joining Trumpet, he was Manager of Investment Operations at Versant Capital Management, Inc.
When he’s not solving the world’s business problems or leading the Trumpet team, Ryan enjoys sports, the outdoors, and spending time on his family farm in North Dakota. He is also a new father to baby girl and spends his spare time playing softball, playing football, golfing and bowling (and has even bowled five 300 games!).
VP of People & Operations
Tia is our VP of People and Operations. She's been a part of the Trumpet team since 2006. Tia and Trumpet share a mutual love for helping people enjoy the way they work. She loves designing internal processes, tools, and strategies to help us better serve our customers, and creating an engaging work environment in which all Trumpeters can thrive.
Tia is "mostly" an Arizona native and proud ASU Sun Devil and Green Bay Packer fan. She loves to travel and is always dreaming about that next destination - 23 countries, 33 states and counting! She and her husband Matt live in the heart of Phoenix with their two little boys, Evan and Aaron, and their large and lovable mutt Lacy.
Co-founder & Director of Innovation
Jo loves learning about interesting problems and how people are solving them within any industry, and she loves cross-disciplinary approaches. Jo’s favorite interests are helping people recognize and capitalize on their strengths, building strong teams, and behavioral science. An avid reader, Jo consumes a lot of non-fiction (biographies, history, economics, math, physics, medium.com articles) and fiction. She also loves a great podcast. Jo is well known for being a great catalyst to initiate change and connecting interesting people and ideas together.
When Jo isn't hanging out with her family, her favorite hobbies are being anywhere outdoors and coming up with a cascade of new business and product ideas – in just about any discipline.
Director of Customer Success
Shannon has a passion for puzzles and loves a good challenge. She joined the Trumpet team at the start of 2016 with an enthusiastic drive for providing excellent customer support. Shannon is responsible for ensuring that every customer we serve receives a Trumpet Class Experience. Shannon is a proud mother of three (…cats), and likes relaxing after work by watching Star Trek or playing video games with her husband Derek on their custom-built gaming PCs (no, she's not ashamed to call herself a nerd). Shannon also loves traveling to enjoy nature and meet new people.
Director of Healthcare Solutions
Phil is a life long learner who believes his teacher is all that surrounds him; nature, art, and people. With an innate ability to meaningfully connect, coupled with a natural curiosity, Phil brings a strong desire to find efficient, effective and specific solutions for Trumpet clients, while enjoying every step.
Phil is a father to two young adults, an avid hiker, backpacker, photographer and a singer songwriter who has two albums of original music to his credit.
Theo is a commercialization strategist with over 25 years of experience driving marketing and sales efforts for technology companies. He is deeply engaged in researching process challenges for FQHCs and increasing their capacity to serve the health center mission.
Theo has created and executed successful marketing plans, researched new technologies, specified product features and led development teams, written commercialization plans instrumental in securing business funding, led branding and messaging efforts for new and ongoing businesses, authored verbal and visual communications across print, video, and web media, and helped dozens of entrepreneurs to create or improve their business plans and start-up pitches.
Theo is an avid fan of music and art, is inexhaustingly social, loves to run and exercise, travels for concerts, writes, and enjoys cooking for his children and his friends.
Jackie traded snowy winters on the east coast for beautiful Arizona "because you can't shovel sunshine!" She is a natural born problem-solver that loves connecting the dots. She thrives in a fast-paced environment and puts her communication super powers to use in order to ensure the best customer experience possible. Outside of work, Jackie loves just being outside – whether that’s hiking, camping, or just grillin’ in the backyard. When she’s not adventuring with her dog, she makes time for her first love (ice hockey).
Customer Success Manager
Meet Stephanie Navarro, who joined Trumpet in summer of 2021. Stephanie comes to Trumpet with 10+ years of experience in the nonprofit sector as well as several COVID-era essential worker jobs which she describes as enlightening. Stephanie’s passion is helping others, which makes her a great fit for Trumpet where client care as well as employee health and happiness are top priorities.
Stephanie is a Navy Brat that moved 11 times before she was 18. After choosing to move to Chandler, Arizona 5 years ago, she is happy to say it now holds the record for the longest time she has lived in a single location. Her two tween sons and tiny teacup poodle Missy have all learned to love the desert too! To scratch that travel itch, Stephanie spends her free time visiting family in California and Maryland. She also enjoys reading, hiking, and cross-stitching.
Ben has spent most of his life in the Seattle area. He spent 4 years in the USMC serving in San Diego and Guantanamo Bay. He is an alumnus of the University of Washington where he earned his BS in Computing and Software Systems. Over the last 15 years, he has worked for several of the top cloud companies in the Seattle area.
Living in a sunny area has always been a life goal and in 2020 he and his wife and 2 kids relocated to the Greater Phoenix area. Ben loves to be outdoors and enjoys mountain biking, hiking, and any sport-related activity. He is also a hobbyist and enjoys rock music, playing guitar, video games, and strategy board games. He also enjoys comedy of all forms and just wants to have fun!
Ben and Trumpet share a passion for automation, helping people, and technology. He is excited to apply his experience from his past life into making business processes easier for our clients.
Customer Service & Support Lead
Ryan cannot get enough of a good mystery, be it a classic whodunnit or a challenging puzzle. He brings that same passion to Trumpet by hunting down the correct solutions for our clients. He is at his best when he is learning something new and able to share that knowledge with others.
Ryan grew up in the shadow of Mt. Rainier and developed a love for all things outdoors. He received his bachelor’s degree from Brigham Young University. When not hard at work supporting Trumpet's clients, Ryan spends his time with his wife and 4 kids, gaming (board and video) with his friends, and dabbles as a writer.
Emma brings stellar customer service and operations experience as Trumpet's Operations Manager. Fun-loving and to-the-point, her attention to detail and follow through make her well equipped to ensure a top-notch Trumpet experience.
Emma loves to travel and be with friends and family but nothing beats a day at home running around with her kids, working on house projects, or cooking with her husband. She lives in Phoenix with her husband, two daughters, and their two dogs.
Office Manager & Culture Liaison
Angela joins our team with a natural curiosity. Ever since she was little, she always wondered how things operated and why things were made the way there were. Luckily she had parents who helped foster this wonder of the world and allowed her to explore everything, including taking apart a graphing calculator in the 5th grade. This curiosity has allowed her to work in many industries and gain quite a diverse background before coming to Trumpet. She is able to work with people to figure out what an issue may be and to offer creative solutions. This curiosity helps her understand a client’s needs and she loves to make what may seem impossible, happen.
She enjoys learning about the world around her, doing puzzles, reading almost anything, spending time with her family and friends (no matter where they may be), teaching herself new skills, and being a mom to an adventurous toddler.
Carin (kuh-RINN) is a Silicon Valley native and a second-generation bookkeeper, who grew up categorizing and counting things. Her insatiable curiosity and love for travel leads her to live as a digital nomad 6 months out of the year where she enjoys working from cafes, creating new recipes, walking, and using mass transit. At home, she enjoys digital art, studying Korean, spontaneously dancing to iconic songs, and hosting travelers at her Airbnb.
As an accountant, teammate or friend, she has a tenacious, mama-bear quality about her that lets you know she’s looking out for you.
Lead DevOps Engineer
Stefan is our resident IT guru who brings over a decade of IT knowledge from both large and small organizations. He loves helping people solve problems through technology and automating wherever possible.
Originally he is from the east coast but moved to the desert in 2011. He is a tinkerer and is always working on something in his home lab or building something in his garage. Outside of work, Stefan likes spending his time with his wife (Briana) and their two dogs (Luna and Opal), whether it’s being outdoors, traveling, or enjoying the company of friends and family.