Exciting News!
After a lot of thoughtful consideration, I have sold my firm to Trio Finance LLC, effective July 10, 2026. This was not a quick decision, but one made with intention so I can continue serving you at a high level while also creating a more holistic service offering in how I support my clients long-term. One of the benefits of this change is we will be able to offer new service opportunities such as comprehensive financial planning, investment management, and estate planning.
The staff at Kimberly Bagley CPA, PLLC, including myself, will stay intact.
What This Means for You
- No changes to your current services – You will continue receiving the same bookkeeping, tax, and advisory support
- No changes to pricing – Your current pricing structure remains the same
- Same team – You’ll continue working with the same people you know and trust
- Same systems and portal – No changes to how you access or share your information
- Same level of support from me – I’m still here and actively involved
- Expanded services available – You will now have access to additional financial planning and estate planning support if and when you need it
We will now have a physical office space for our local clients to meet in person with us at 1500 Colony Circle, Longview, TX 75604. Stop by and say “Hi” if you are nearby!
I want to introduce you to the new owner, Erik Drewry, MBA, CFP®, APMA®, CRPC®. He has a strong background in both business ownership and financial advisory. He has built and sold businesses, worked with clients on long-term wealth strategy, and understands what it takes to grow and manage a successful company.
Erik began his professional career at Cummins Inc. where he held several roles; two of which were overseas in England and India. At the end of his fourteen-year career with Cummins, he served as the General Manager for Global Oil and Gas. In 2013, Erik decided to launch his own business focused on the drilling segment of the global oil and gas market which he later sold to a private equity firm. After exiting the O&G venture, Erik focused his entrepreneurial energy on tax and financial advisory services. As co-owner of a tax and wealth management company in Wimberley, TX (Hackett Financial Group LLC), Erik’s primary role is supporting clients as a financial advisor. His prior experiences as an executive within a Fortune 150 company as well as an independent, private business owner offers unique insight into the needs of his clients. Erik and his wife, Monica, have three sons and two grandsons. We are excited about this new merger and feel that Erik will be invaluable in expanding our financial services.
This transition allows us to continue building on the work we’ve already done together while also creating additional resources and opportunities to better support your long-term goals.
This message is to formally notify you of the change in ownership of the firm effective July 10, 2026, in accordance with applicable professional requirements.
If you have any questions or concerns about this transition, please don’t hesitate to reach out to me. We will continue supporting you as usual without interruption.
Bottom Line
- Nothing changes in how we work together
- You gain more support behind the scenes
Over the next few weeks, you may notice updates to branding and phone numbers, but the day-to-day processes will be the same as you are accustomed to.
Thank you again for trusting me to be part of your business journey—it truly means more than you know.
Warmly,
Kim
New Company Information
Trio Finance LLC, 1500 Colony Circle, Longview, TX 75604
Office Phone: 903-759-9858; Website: https://www.trio.finance/