Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Three Point Advisory Group
Team photo for Three Point Advisory Group

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Our advisors

Advisor photo for Timothy Heidenberg

Timothy Heidenberg

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Timothy Heidenberg
Advisor photo for Gregory Rooney

Gregory Rooney

Financial Advisor

Learn more about Gregory Rooney
Advisor photo for Christina Foster

Christina Foster

APMA®

Financial Advisor

Learn more about Christina Foster


Our team

Megan Wallace

Megan Wallace

Client Service Manager

Personal Intro

I love spending time with my husband and two Chihuahua's. We enjoy traveling and trying new food. In my spare time I like to bake.

Qualifications

  • Associates Degree in Paralegal Studies- Anne Arundel Community College - 2018

Roles & Responsibilities

  • Assisting advisors in meeting preparation as well as scheduling client meetings and assisting with client needs.
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Trinity Williams

Trinity Williams

Client Service Specialist

Personal Intro

I enjoy spending time with my family and friends. I also love fashion and design.

Qualifications

  • Bachelor's degree in financial planning and investments from Towson University.

Roles & Responsibilities

  • Coordinating all matters of scheduling, including Microsoft Teams meetings, and sending appointment reminders •Creating forms for electronic signature (beneficiary updates, wire transfers, etc.)
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