Trinity Financial Services, Inc.

Jeffrey Guella is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Trinity Financial Services, Inc. in Dallas, TX. He has held roles at Mutual Securities, Inc. and Trinity Wealth Management, Inc., among others. Outside of his advisory work, he volunteers with Saint Vincent de Paul Charity and mentors young professionals through Young Catholic Professionals. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and retirement-product management. The firm employs fundamental and technical analysis combined with systematic rebalancing and tax-efficient liquidity management and offers both fee-based and commissioned products, managing approximately $91.5 million for about 125 clients.

Christian Guella is a CFP® with seven years of experience in financial advising, currently serving at Trinity Financial Services, Inc. He has held roles at Mutual Securities, Inc. and Applied Benefit Strategies, Inc., and also operates as a sole proprietor. Outside of finance, Guella works as an ICU nurse at Baylor University Medical Center in Dallas, TX. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing discretionary asset management, financial planning, and retirement-product management. The firm combines fundamental and technical analysis with systematic portfolio adjustments and offers both fee-based advisory services and commissioned insurance products.