Trinity Financial Advisors LLC

Patrick Welsh is a financial advisor at Trinity Financial Advisors LLC in Columbus, OH, holding a Series 65 designation with one year of experience at the firm. His prior roles include positions at NetJets, Insight Global, Genesis Healthcare System, and a seven-year tenure at Saint Paul's Outreach. Trinity Financial Advisors LLC is an SEC-registered, fee-only advisory firm managing approximately $580 million for around 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, primarily investing in exchange-listed securities, mutual funds, bonds, and ETFs, with customized asset allocations and ongoing portfolio monitoring.

Anthony Calvino is a financial advisor at Trinity Financial Advisors LLC in Columbus, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Damascus Catholic Mission Campus and Waldron Private Wealth. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, employing a customized investment approach that includes exchange-listed securities, mutual funds, bonds, and ETFs with ongoing monitoring and rebalancing.

Benjamin Hartings is a CFP® with seven years of industry experience, currently serving as an advisor at Trinity Financial Advisors LLC since 2018. He previously worked at SDG Reserve, Inc. and First Merchants Corporation. Hartings holds Series 63 and Series 65 licenses. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm provides customized asset allocation and financial planning services, utilizing a range of investment strategies and platforms to meet client objectives.

Geoffrey Biehn is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Trinity Financial Advisors LLC since 2005. Trinity Financial Advisors LLC is a fee-only advisory firm managing approximately $580 million for around 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, with a focus on customized asset allocations using a variety of investment strategies and securities.

Kristina Green is a financial advisor at Trinity Financial Advisors LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is involved in managing a real estate business, handling maintenance and administrative duties. Trinity Financial Advisors LLC is a fee-only, SEC-registered firm managing approximately $580 million for individual and high-net-worth clients. The firm offers customized portfolio management and financial planning services, utilizing a range of investment strategies and allowing client-specific restrictions.