TWC at work

“People do not care how much you know until they know how much you care.”

                                         Teddy Roosevelt                                        

C-level

Wealth Management Executive

30 years

of perfecting professional skills, 

enhancing trade knowledge 

and building Resource Network 

in all disciplines:

Trust Administration

Trust Accounting Systems

Trust Custody and Operations

Trust and RIA Compliance

Marketing and Sales

Trust M & A and Due Diligence

Crisis Management

US Navy pilot and retired Navy Captain

void of fatal mistakes

 

System analyst and programmer

foolproof processes

Philosophy Studies

critical thinking

Turned around

5 trust companies and 2 non-profits

 

 

 

"Dick is a fantastic business consultant who has actually lived the talk for 40+ years running both big and medium sized trust companies.  A great listener who is not afraid to tell you his opinion and not simply what you want to hear, his pragmatic approach to being a consultant combined with deep connections in the industry have been invaluable to our company's growth.  He is truly the first call I make when we need help – whether that is staffing challenges, growing pains, software upgrades, fee structures, or pitch documents!"

 

Greg Bowman, CPA

Chief Executive Officer

Northwest Trustee and Management Services

Spokane, WA

 

 

“It has been my distinct pleasure to work with Dick Trumpler over several years while he was with NY Private Trust Co, and most recently as a consultant. His business acumen, insight, diligence and professionalism make our relationship one of my most valued, and his personality has resulted in a friendship that transcends business.”

Louis W. Pierro, Esq

Founding Partner

 

 

 

"I worked with Dick Trumpler for six years while he led our team by focusing on the strengths of each individual, creating a cohesive, goals-based group. We consistently met our goals and had fun in the process.  I recently had the opportunity to work with Dick on a project to analyze my current business to potentially expand the scope of the business.  He patiently guided me through the, planning and budgeting process, while pointing out many items I had not considered.  His approach to consulting is goals-oriented, professional and transparent.  I am delighted to have had the opportunity to work with Dick again and highly recommend his services to improve, enhance and grow a trust business."

 

Theresa L. Hughes

MBA, CTFA, AEP

Individual Delaware Trustee

Manage by Inclusion

high level of communications to ensure everyone feels valued and can "buy in" to pending changes

Thrive on a Positive Attitude

always kindness and respect. A positive attitude exceeds any other trait for achieving success and fulfillment.

Stay Focused

in an age of multi-tasking and constant distractions, focus is a rare commodity which is essential to success

Treat Everyone Equally

regardless of position or role,

with respect and kindness

Be Patient 

yet balance patience with the need

to meet goals and objectives

Maintain Integrity

avoid multiple agendas and duplicity