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.
How Trumpet hits the high notes
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 even make you laugh!
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.
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
As Trumpet's CEO, Kevin excels at creating barely-contained chaos. Kevin's specialty is thinking about things sideways, and coming up with non-obvious, yet beautiful solutions to challenges.
When he's not busy helping the Trumpet team innovate, Kevin enjoys taking long (really long) mountain bike rides and playing basketball with his family. He's also crazy tall.
Co-Founder, Sales Executive
Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes.
When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!
Director of Operations and Client Service
Tia is our Director of Operations and Client Service. 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 thrives on designing and improving internal processes, tools and strategies to help her team better serve our clients.
Tia is "mostly" an Arizona native and proud ASU Sun Devil and Green Bay Packer fan. She loves travel and is always planning and dreaming about that next trip. 23 countries, 31 states and counting! She and her husband Matt live in the heart of Phoenix with their adorable infant son Evan and two large and lovable mutts, Lacy and Jordy.
Director of Technology
Ryan brings 4 years of experience in an RIA to Trumpet, Inc. He has a passion for RIA technology and operations, and loves discussing the latest trends and challenges with RIA firms.
He is a graduate of Arizona State University and enjoys sports, the outdoors, and spending time on his family farm in North Dakota. Ryan spends his spare time playing softball, playing football, golfing, and bowling (and has even bowled two 300 games!).
Senior Advisor and Trainer
Andrea brings over a decade of advisor consulting and project management experience to Trumpet and serves as our lead trainer. She skillfully navigates clients through the process of adopting new technology, revolutionizes firms by listening to their pain points and steers them through workflow processes and procedures to find efficiency and improvements.
Andrea's cheerful, dynamic approach (fueled by gallons of Coca-Cola) injects a shot of adrenaline for technology junkies, and for those less tech savvy or reluctant adopters, transforms them into skillful users. She's an avid sports fan and University of Missouri alum (M-I-Z-Z-O-U!).
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 to be outside hiking, biking and camping. She also finds time for her first love (ice hockey) and her Little Sister (in the Big Brothers Big Sisters program).
Support Manager and Trainer
Dan spent his entire life in Virginia Beach, VA until he was lured to the desert of Phoenix to work for Trumpet in the Spring of 2013. He received his BS in Computer Science from Old Dominion University, and has been in software development, systems management, and software support roles since the Kansas City Royals won the World Series (the first time). His current role as Support Manager allows him to do a few of his favorite things – solving problems, helping people, and working with some very cool and talented folks.
Dan describes himself as “A disciple of Christ, a husband, a father, an amateur guitar player, a pretty decent youth baseball coach, and a wickedly mild-mannered guy that can carry on full conversations with nothing but movie quotes.”
Software Support Specialist
Shannon has a passion for puzzles and loves a good challenge. She brings over 4 years of customer support and an enthusiastic drive for providing an excellent customer 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.
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 for ensuring a top-notch Trumpet experience.
Emma loves to travel and be with friends and family but nothing beats a day at home chasing around her toddler, working on house projects, or cooking with her husband. She lives in Phoenix with her husband, daughter, and their two beloved dogs.
Client Service and Office Administrator
Mariann is a graduate of Arizona State University. Go Sun Devils! She was originally born in Hungary and immigrated with her family to the United States of America when she was young. Prior to moving to Phoenix, Arizona, she lived in St. Louis, Missouri, and also attended St. Louis University for the first two years of her college career. She speaks Hungarian and at times has a unique accent often associated with the East Coast states.
Mariann is very passionate in being detail oriented and analytical. Her thought process brings superior customer service to the Trumpet team. She enjoys spending time watching her son race in swim meets and relaxing with her husband watching Sci-Fi movies. She also enjoys being the director of Children’s Ministry at her church. The wildest member of her family is her cat, MJ. She was an abandoned cat that picked her family two years ago and now she is the queen of our house.
Carin (kuh-RINN) is a Silicon Valley native brought on as a part-time bookkeeper with 26 years of bookkeeping experience (she's quick to point out that doesn't mean she's old – as a second-generation bookkeeper, she was born categorizing and counting things). It may seem like an unlikely juxtaposition, but Carin combines no-nonsense pragmatism with creativity and passion in the same way she hates mornings but loves breakfast, and works part-time, but with all the dedication of a company owner.
When she's not working from her home office, she's passionate about her family, her dogs, DIY projects, online shopping, youth soccer, and education. As a bookkeeper, teammate or friend, she has a tenacious, mama-bear quality about her that lets you know she’s looking out for you.
Channel Manager and Sales Executive
Will brings over 20 years of software marketing experience, including half a decade of experience with document management solutions, to the Trumpet team. As channel marketing manager, he's dedicated to the sales and marketing success of our Trumpet partners. Will loves nothing more than sitting at an outdoor cafe with a strong cup of coffee and a good book--except for jumping in puddles with his six-year-old daughter Violet on a rainy day.
Before joining Trumpet, Liz was a co-owner of a small inbound marketing agency in Phoenix, Arizona. She loves working with the sales team to enable them to be educators and thought leaders, and to support Trumpet's clients and readers with useful information about technology and processes. Her 5 years as a marketer has taught her that marketing is no longer a sales tool for the company: it is an education tool for customers.
In her free time, Liz is either travelling or dreaming about travelling. She also enjoys cooking, baking, playing board games with friends, playing her ukulele, and spending time with her nieces.
Kim's background is primarily in the insurance and financial services industry, having worked in both the operations and sales side of the business. As the Sales Coordinator here at Trumpet her primary responsibility is to make sure our senior sales and marketing executives are insanely effective.
Kim loves to spend time with her big family, and has the unique ability to buy or make gifts people love.