We had the good fortune of connecting with Tripp Gebhard and we’ve shared our conversation below.

Hi Tripp, what is the most important factor behind your success?
Be yourself and stay vulnerable. Be fearless in the pursuit of what sets your soul on fire.

Alright, so for those in our community who might not be familiar with your business, can you tell us more?
I serve the world from an experiential point of view. I grew up in and around old money, and from a very early age was exposed to the unique challenges generational wealth can pose to families. As a third-generation trust fund kid, I witnessed the cyclical – and often predictable – negative effects wealth had on my own family. And in a lot of ways,, the strife and stress caused by wealth felt both personal and inevitable. But those early experiences – and the insight and knowledge acquired along the way – have truly shaped my approach to financial planning into one that more fully embraces the personal side of wealth. Unique to me, is my extensive personal experience working with addiction issues in wealthy families and how these challenges inextricably affect a family’s goals, values and future. I am passionate about helping families of addiction who are desperate for education and guidance in moving forward.

Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
Winter is skiing and snowshoeing. Summer is hiking, road and mountain biking. I went to Denver University and still have a lot of friends that come in town for the annual Dead shows in Boulder or Phish shows at Dick’s Sporting Goods. We just down the street from Cherry Creek State Park, so we are there probably 250 days a year with our four dogs.

Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
I am a sum of my mentors and the list is quite long. Rick Holton has been my mentor for 17 years and helped guide me through personal and professional difficulties, challenging relationships, etc. I cannot imagine life without him. Wayne Norwood is another mentor I carry with me daily. I don’t need to necessarily need to talk to either of them today to receive their council. They are burned into my psyche – the next right thing is clear. From an organizational standpoint, Colorado Thought Leaders Forum (CTLF) has made a huge impact in elevating my leadership skills and being intentional and vulnerable.

Website: pwmplanning.com
Linkedin: https://www.linkedin.com/in/tripp-gebhard-a063742/
Facebook: https://www.facebook.com/tripp.gebhard/

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