The Team

Trinity Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Catherine Heath

Catherine Heath

Financial Advisor

More about me...

Designations

CFP®, MBA, CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Insurance

Education

•MBA Master of Business Administration, University of Phoenix, 2003
CA Insurance #0E48522

VISIT MY WEBSITE

Our Staff

Linda Risse

Linda Risse

Client Service Specialist

Iris Baucom

Iris Baucom

Financial Planning Specialist