Featured Advisor
I began my career as a financial advisor with the AYCO Corporation. I then served eleven years with a Big four public accounting firm where I provided counseling services to corporate executives and other high net worth individuals. I founded Trinity Financial Advisors, LLC in late 1999. I am a registered CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL and a NAPFA® Registered Financial Advisor. I am also a member of the AICPA, FPA and IMCA.
MY PRACTICE...
Advisors and financial institutions that serve the affluent market can get relevant proprietary research and expert analysis from the High Net Worth newsletter. Each month, well-timed articles on the investment attitudes of wealthy investors give you coverage on investor preferences, expectations and needs. Particular focus is given to the likelihood to invest as well as the products they are most likely to purchase.
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