Our Team

Darryl L. Trimble

Darryl L. Trimble, Financial Advisor


Darryl Trimble has  been working with individuals and businesses in the Douglasville area for more than 12 years. He holds various professional designations, and is licensed to sell a variety of investments and insurance products. He holds a Bachelor's Degree in Criminal Justice from the University of Missouri and a Master's Degree in Management from Troy University. Darryl also possesses a Series 7, 65, 63 Securities, and Life and Health Licenses. To add to his list of qualifications, he is currently attending American Univesity to obtain his Certified Financial Planner (CFP) certification.

Due to his passion for wealth management, Darryl is dedicated to developing long-lasting relationships with all our clients. He believes in helping you assess your financial goals and participate in the management of your finances.

A quote that he lives by is: "To improve is to change; to perfect is to change often." - Winston Chirchill

His philiosophy: As it relates to the world of wealth management, it is important to change the frequencies at which one manages their capitol. There are many ways to multiply our assets through investments and financial planning. With this mindset, his goal is to educate as many people as possible to ensure financial stability for many years to come.






Akash D. Patel (Not Pictured)


Jill Bowman (Not Pictured)

Jill Boleman has been living in Douglasville for more than 35 years.  Jill  worked in the Atlanta area in the Employee Benefits Consulting arena for 35 years.  She previously worked with employers in designing and communicating their employee benefit plans. 

Jill is eager to begin developing relationships and assisting client's as they navigate  financial products and services needed as they look to forward to retiring and providing their loved ones with a more secure financial future to be able to do the things they want to do into retirement. 

Jill is licensed to sell a variety of insurance related products.  Jill studied at Mecer University's Douglas County Campus. 



Valerie McDonald (Not Pictured)