Advisors:
Bill Bounds, CFP - Certified Public Accountant - Bill cares for his clients who need tax and financial counsel even as he has cared for those close to him fighting cancer.

Paul Craska, CFP - Family Wealth Consultant - Paul introduces clients to wise retirement choices at Trinity when he isn't ministering compassion as a deacon in the Catholic Church.

Karen Kresyman - Bookkeeper (Independent Contractor) - four-year-old Anthony thinks his Grandma Karen is amazing. You'll think she's amazing as well when she cleans up your bookkeeping messes.

Staff:
Carol Campey - Executive Assistant - known for her big smile and laughter, Carol makes us grin as she coordinates Jim Matush and the new people you introduce to us.

Joanie Lewis - Operations Assistant - Joanie helps manage estate transitions and paperwork processing when she isn't sipping lemonade at her lake house.

Kathryn Moore - Marketing Specialist - Kat's passion is creative design which fits perfectly into her role as coordinator of special events and new programs.

Debbie Seeney - Client Service Assistant - Debbie desires to provide you with excellent customer service and research as much as she craves to outrace her husband on their bikes.

Jennifer Yarbro - Operations Manager & Paraplanner - Jen loves animals, but she also loves coordinating the input and creation of your portfolio reports and financial plans.