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 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...  

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...

As Client Relationship Associate, Matt prides himself on his strong work ethic and attention to detail. Whether he is delivering detailed reports for client meetings or assisting the Client Relationship Managers in fulfilling...

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...

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...