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
Adam Ellison

Adam Ellison

Financial Advisor

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

Team

Linda Risse

Linda Risse

Client Service Specialist

Iris Baucom

Iris Baucom

Financial Planning Specialist