Broker Check

Robyn E. Jameson, CFP®, CLTC

PRESIDENT / FINANCIAL ADVISOR

Robyn considers it a privilege to intimately serve each Trinity client. Robyn has received recognition in Fortune Magazine, USA Today and Philadelphia Magazine for her work with clients.  She is actively involved...  

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Martin Emery, MSFS

CLIENT RELATIONSHIP MANAGER

Martin is passionate about client service as demonstrated by his responsiveness and interactions with clients. He holds a Master of Science in Financial Services from St. Joseph’s University...  

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Ryan Neill, CFP®

CLIENT RELATIONSHIP MANAGER

As Client Relationship Manager, Ryan's main goal is to ensure an excellent Trinity client experience. He earned his Bachelors in Business Administration from Temple University...

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Lori Squarcetta

FINANCIAL PLANNING ASSISTANT

Lori serves as our Financial Planning Assistant and Office Manager with over 30 years of industry specific experience...

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Christopher Gleeson

FOUNDER EMERITUS

As Founder Emeritus, Chris purchased Trinity in 1987 and sold his remaining ownership to Robyn from 2010-2017. He is retired as a client advisor but still consults with the firm on business matters. He attended The Wharton School...

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