Team profile

What you can expect when you work with us

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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments

Awards & recognition

  • Trinity Wealth Advisors, Ameriprise Client Experience Award, 2020-2022
  • Catherine Heath, Five Star Wealth Manager, 2016-2023
  • Russel L Phelps, Five Star Wealth Manager, 2021-2023
  • Russel L Phelps, Ameriprise Circle of Success, 2020-2022

Community participation

El Dorado Hills Soccer Club

El Dorado Community Foundation

AARP Foundation Tax-Aide Volunteer

Sierra Forever Families

Compass Bible Church

Lakeside Church

Honored to receive recognition

All of us at Trinity Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Trinity Wealth Advisors team and the great experience we work so hard to provide for our clients every day

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.