Trinity Wealth Advisors

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Advisors

Catherine Heath

Catherine Heath

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Catherine Heath's website
Russel L Phelps

Russel L Phelps

Private Wealth Advisor

Certified Divorce Financial Analyst®
Visit Russel L Phelps's website
Adam Ellison

Adam Ellison

Financial Advisor

Senior Vice President
Visit Adam Ellison's website

Team

Linda M. Risse

Client Service Specialist