Broker Check

Featured in The Wall Street Journal, Fortune Magazine & Philadelphia Magazine

Trinity Webinars

Trinity Webinars

We invite you to view our Trinity Webinars here

Learn more
Trinity Planning Process

Trinity Planning Process

Intimate & Collaborative Planning Process

Learn more
Trinity News Feed

Trinity News Feed

Check out the Trinity News Feed

Learn more

Meet Our Team

We have been helping clients Plan with Purpose since 1972


Robyn  Jameson

Robyn E. Jameson, CFP®, CLTC

PRESIDENT / FINANCIAL ADVISOR

Martin Emery

Martin Emery, MSFS

CLIENT RELATIONSHIP MANAGER

Diane  Buchan

Diane Buchan

ADMINISTRATIVE ASSISTANT / OFFICE MANAGER

John Maresca

John Maresca

CLIENT RELATIONSHIP MANAGER

Kyle  Bove

Kyle Bove

CLIENT RELATIONSHIP ASSOCIATE

Christopher Gleeson

Christopher Gleeson

FOUNDER EMERITUS