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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John Maresca

CLIENT RELATIONSHIP MANAGER

As Client Relationship Manager, John's main goal is to ensure an excellent Trinity client experience as he continues to grow in the knowledge of financial planning and advising. John earned his Bachelors in Business Administration from...

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Kyle Bove

CLIENT RELATIONSHIP ASSOCIATE

As Client Relationship Associate, Kyle strives to provide an exceptional experience to every Trinity client. Kyle brings the heart of a teacher to his work after formerly making a career change from teaching into the financial planning...

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Diane Buchan

ADMINISTRATIVE ASSISTANT / OFFICE MANAGER

Diane serves as Trinity's Administrative Assistant/Office Manager. In her previous job as an Office Manager with a national leading health benefits company, she acted in a supportive role to the sales group and handled all office needs...

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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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