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Trivett Wealth Management
MATTHEW J TRIVETT
CFP®, ChFC®, CLU®
Matt was born in Bristol, TN before moving to Johnson City where he graduated high school from Washington College Academy. Then, he attended Milligan University where he studied business and was a member of the men's baseball team.
Matt began his career in 2001 with Northwestern Mutual before founding Trivett Wealth Management in 2017. In 2009, he was conferred the Chartered Financial Consultant designation from the American College in Bryn Mar, Pennsylvania. In 2010, he received his Chartered Life Underwriter designation. In 2014, he became a Certified Financial Planner after passing the CFP® board exam. He currently holds a series 6, series 7, series 63, and series 66 investment license all held with LPL Financial. He is a regular speaker at various medical schools and residency programs through the region, educating young physicians on the basics of financial management.
Matt is the former vice president of the board of directors for the Johnson City County Club. He currently serves on the board of trustees for Dancing For Change, a non-profit that seeks to educate, develop, and grow at risk children. He is currently a contributing columnist for the local newspaper where he opines on various topics ranging from financial matters to other social and personal musings.
In his free time, he enjoys running, tennis, and flying airplanes.
In 2012 he was a finisher at Ironman® Louisville and swore he would never do another one! In 2022 he was selected as a star for the “Dancing with the Tri-Cities Stars” which raised money for the Jeremiah School (a therapeutic day school for children with neurological delays in relating and communicating, including autism). Most recently he served as the head tennis coach for University High School tennis team, which has captured 3 state championships during his tenure (Go Bucs)!
He lives in Johnson City with his beautiful wife Shawna and their son Elijah. Their family attends Grace Fellowship Church.
KIM REID,
EXECUTIVE ASSISTANT
Kim is a lifelong East Tennessean and a graduate of East Tennessee State University, where she earned a degree in marketing and was a standout Division I tennis player. She was named Southern Conference Player of the Year in 1992 and was later inducted into the ETSU Athletic Hall of Fame—accomplishments that say quite a bit about her drive, discipline, and commitment to excellence.
Her professional background spans marketing, human resources, IT support, and executive administration, giving her a broad range of experience that I believe will serve you very well. In the time Kim has been with me, I’ve already come to appreciate her organization, communication skills, and genuine desire to help others.
Outside the office, Kim is a member of First Christian Church and places a great deal of importance on faith, family, and community. She enjoys reading and playing tennis, but most of all, spending time with her husband, Arthur, their three children, and their granddaughter.
