Trinity Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Catherine Heath

Catherine Heath

CFP®, MBA, CRPC®, APMA®

Financial Advisor

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

Russel L Phelps

CFP®, MSFP, CDFA®, APMA®, AWMA®

Private Wealth Advisor

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

Adam Ellison

Financial Advisor

Senior Vice President of Trinity Wealth Advisors
Visit Adam Ellison's website

Team

Linda M. Risse

Client Service Specialist