Trinity Financial Advisors LLC

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Trinity Financial Advisors LLC Employees

Employee
Years
Job
Industry
Sabina Johnson Sabina Johnson Greater Chicago Area Details
Sabina Johnson's Trinity Financial Advisors LLC Experience March 2008 - May 2012
Job Senior Account Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management  September 2014 - Present
Northern Trust  2012 - 2014
Trinity Financial Advisors, LLC  March 2008 - May 2012

Skills
Equities, Portfolio Management, Investments, Mutual Funds, Fixed Income, Valuation, Banking, Financial Analysis, Asset Management, Alternative Investments, Finance, Securities, Accounting, Bloomberg, Financial Services

Education
Northeastern Illinois University
Bachelor of Science, Finance

Eric Voltzke Eric Voltzke Greater Chicago Area Details
Eric Voltzke's Trinity Financial Advisors LLC Experience October 2012 - April 2013
Job Advisor / Qualified Plan Coordinator
Industry Financial Services
Experience
Financial Strategy Network, LLC  May 2013 - Present
Trinity Financial Advisors LLC   October 2012 - April 2013

Skills
Financial Analysis, Teamwork, Microsoft Office, Customer Service, Data Analysis, Investments, Finance, Microsoft Excel, PowerPoint, Social Media, Research, Microsoft Word, Public Speaking

Education
University of Minnesota-Duluth   2008 — 2012
Bachelor of Business Administration (BBA), Finance, Financial Planning

Janet Petran, CFP®, CPA Janet Petran, CFP®, CPA Greater Chicago Area Details
Janet Petran, CFP®, CPA's Trinity Financial Advisors LLC Experience January 2007 - January 2010
Job Financial Advisor, Huber Financial Advisors, LLC
Industry Financial Services
Experience
Forum Financial Management, LLC   February 2012 - October 2013
Balasa Dinverno Foltz LLC  February 2010 - July 2011
Trinity Financial Advisors, LLC  January 2007 - January 2010
Northern Trust Company  April 1986 - July 1998

Skills
Wealth Management, Banking, Financial Services, Retirement Planning, Strategic Financial..., Practice Management, Personal Tax Planning, Income Tax, Investments, Commercial Lending, Money Guide Pro, Morningstar, Junxure

Education
University of Michigan - Stephen M. Ross School of Business   1978 — 1982
Bachelors in Business Administration, Accounting/Finance

John Wimbiscus CFP John Wimbiscus CFP Greater Chicago Area Details
John Wimbiscus CFP's Trinity Financial Advisors LLC Experience January 2000 - Present
Job Owner, Trinity Financial Advisors, LLC
Industry Financial Services
Experience
Trinity Financial Advisors, LLC  January 2000 - Present
Ronald Blue & Co.   April 1996 - January 2000
Deloitte  May 1985 - October 1995

Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Investments, Estate Planning, Asset Allocation, Asset Managment, Financial Advisory, Investment Strategies, Retirement, Alternative Investments, Mutual Funds, Investment Management, Financial Planners, Certified Financial..., Finance, Portfolio Management, Financial Services, Equities

Education
Northern Illinois University   1980 — 1981
MBA, Finance

Northern Illinois University   1976 — 1978
B.S., Finance

Christy Gammon Christy Gammon Columbus, Ohio Area Details
Christy Gammon's Trinity Financial Advisors LLC Experience July 2007 - September 2008
Job Realtor, Marketing Manager & Transaction Coordinator at The Rosalyn Miller Group at Cutler Real Estate
Industry Real Estate
Experience
The Rosalyn Miller Group at Cutler Real Estate   February 2014 - Present
HER Realtors  April 2010 - February 2014
USA-1 Real Estate  January 2003 - March 2010
Trinity Financial Advisors LLC   July 2007 - September 2008
Fahlgren Mortine Public Relations  September 1998 - March 2005

Skills
Real Estate Transactions, Sellers, Buyers

Education
Bethany College   1993 — 1997
BA, Communication, Psychology

Nancy Ladd Nancy Ladd Oak Lawn, Illinois Details
Nancy Ladd's Trinity Financial Advisors LLC Experience September 2007 - Present
Job Financial Advisor at Trinity Financial Advisors LLC
Industry Financial Services
Experience
Trinity Financial Advisors, LLC  September 2007 - Present
BMO Harris Bank  January 1980 - October 2003

Education
Saint Xavier University   2000 — 2002
Master of Business Administration (M.B.A.), Financial Planning and Services

De Paul University   1992 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Joe Donahue Joe Donahue Greater Chicago Area Details
Joe Donahue's Trinity Financial Advisors LLC Experience May 2011 - September 2013
Job Graduate of the L'Art de la Patisserie Program at The French Pastry School
Industry Food & Beverages
Experience
Spiaggia  July 2015 - Present
The Clare at Water Tower  September 2014 - July 2015
Delightful Pastries   June 2014 - August 2014
Eclair Bakery & Patisserie   January 2014 - June 2014
Ehlert Financial Group, Inc.   September 2013 - January 2014
Trinity Financial Advisors, LLC  May 2011 - September 2013
Loyola University Chicago School of Law  November 2004 - May 2011
Texas A&M University at Galveston  January 2001 - November 2004

Skills
Student Loan Repayment, Budget Management, Cash Flow Management, Retirement Planning, FAFSA, Asset Management, Investments, Excel, Word, PowerPoint

Education
The French Pastry School   2014 — 2014
L'Art de la Patisserie

Quinlan School of Business, Loyola University Chicago   2008 — 2010
MBA, Finance

Loyola University Chicago   1996 — 1998
B.A., Sociology

Geoffrey Biehn Geoffrey Biehn Columbus, Ohio Area Details
Geoffrey Biehn's Trinity Financial Advisors LLC Experience 2005 - Present
Job
Industry Investment Management
Experience
Trinity Financial Advisors LLC   2005 - Present
Chase  2001 - 2004
MCI  1998 - 2000
CompuServe Incorporated  1994 - 1998

Skills
Investment Management, Wealth Management, Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Forecasting, Budgets, Risk Management, Investment Banking, Asset Management, Financial Risk, Securities, Financial Services, Series 7, Negotiation, Management, Retirement, Estate Planning, Sales, Outsourcing

Education
The Ohio State University   1995 — 1997
Masters in Business Administration

Indiana University Bloomington   1987 — 1991
Business and Accounting

UAHS

Anastasia (Stacie) Suhrbur Anastasia (Stacie) Suhrbur Greater Chicago Area Details
Anastasia (Stacie) Suhrbur's Trinity Financial Advisors LLC Experience May 2015 - Present
Job Portfolio Administrator at Trinity Financial Advisors, LLC
Industry Financial Services
Experience
Trinity Financial Advisors, LLC  May 2015 - Present
University of Illinois  June 2010 - Present
AHC Advisors, Inc.   February 2014 - December 2014
SWIM - Smart Women Investing Money   2007 - 2010
The Children's Center  2000 - 2005
Heller Real Estate Financial Services   1986 - 1992

Education
Northwestern University   2010 — 2012
Continuing Studies, Certified Financial Planner™ Certification Education Program

DePaul University
Bachelor of Science (B.S.), Operations Management

Sarah Hinman, CPA Sarah Hinman, CPA Chicago, Illinois Details
Sarah Hinman, CPA's Trinity Financial Advisors LLC Experience June 2014 - Present
Job Financial Planning Analyst at Trinity Financial Advisors, LLC
Industry Financial Services
Experience
Trinity Financial Advisors, LLC  June 2014 - Present
Embellish Boutique   June 2014 - Present
Dress for Success Worldwide  January 2014 - January 2015
Cerato Boutique   November 2013 - April 2014
Vincent L Blume, PC   November 2011 - November 2013
Perchance Boutique   April 2013 - October 2013
Illinois Institute of Art  October 2012 - March 2013
Krehbiel & Associates, LLC   January 2010 - April 2011
University of Illinois at Urbana-Champaign  August 2008 - December 2008
Leymone Hardcastle & Co LLC   May 2007 - August 2007

Education
University of Illinois at Urbana-Champaign - College of Business   2008 — 2009
Master of Science (MAS), Accounting

DePaul University   2014 — 2015
Financial Planning Certificate Program, Financial Planning and Services

University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor of Science (BS), Accounting

Illinois Institute of Art   2011 — 2013
Bachelor of Arts, Fashion Marketing and Management

Debbie Hopkins Debbie Hopkins Greater Chicago Area Details
Debbie Hopkins's Trinity Financial Advisors LLC Experience September 2002 - December 2010
Job Senior Financial Advisor at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group  January 2011 - Present
Trinity Financial Advisors LLC   September 2002 - December 2010
Northern Trust  August 1986 - June 2002

Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, High Net Worth..., Personal Financial..., Certified Financial...

Education
Northwestern University - Kellogg School of Management   1989 — 1991
Masters of Management, Finance and Marketing

University of Illinois at Urbana-Champaign   1982 — 1986
Bachelor of Science (B.S.), Business

Julie Pokorny Julie Pokorny Greater Chicago Area Details
Julie Pokorny's Trinity Financial Advisors LLC Experience November 2009 - Present
Job Office Manager at Trinity Financial Advisors, LLC
Industry Financial Services
Experience
Trinity Financial Advisors, LLC  November 2009 - Present
RBC  2002 - 2007
Walt Disney World  April 2000 - June 2002

Skills
Customer Service, Microsoft Office, Sales, Time Management, Marketing, Event Planning, Leadership, Microsoft Word, PowerPoint, Hospitality

Education
Triton College
Hotel/Motel Administration/Management

Meg Wimbiscus Meg Wimbiscus Joliet, Illinois Details
Meg Wimbiscus's Trinity Financial Advisors LLC Experience 2006 - 2009
Job Rock Wall instructor at LifeTime fitness
Industry Health, Wellness and Fitness
Experience
Alden Estates of Shorewood   February 2013 - Present
LifeTime fitness  January 2009 - August 2012
Advanced Laser Body Care Institute   January 2012 - May 2012
Provena Health  October 2010 - August 2011
Rogy's Learning Place  2009 - 2010
Trinity Financial Advisors LLC   2006 - 2009

Skills
Spanish language skills, Clerical Work, Office Management, Childcare, Child Development

Education
Joliet Junior College   2009 — 2011
Associate's degree, Registered Nursing/Registered Nurse

University of Illinois at Chicago   2006 — 2009
BS, Psychology