As a vital member of our Trinity team since 2005, Debbie brings extensive experience and dedication to her role. She seamlessly oversees client needs, collaborating...
James “Jim” Evens, CFP®, brings nearly 40 years of experience in investment and wealth management to the client family at Trinity Wealth Advisors. As head...
James “Jim” Matush, CFP, MBA, is the CEO and Founding Partner of Trinity Wealth Advisors, a wealth advisory firm serving affluent families in the St....