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...
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...
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...
Kevin Francis
CLIENT RELATIONSHIP ASSOCIATE
As Client Relationship Associate, Kevin prides himself on his work ethic and attention to detail to efficiently deliver reporting to client meetings...
Diane Buchan
OFFICE MANAGER/EXECUTIVE ASSISTANT
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...
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...