Since our founding in 2005, we’ve been highly intentional and thoughtful regarding each decision in front of us – from what strategic investments to make based on the specific needs of clients, to how we best serve in every situation, and with whom we choose to join our team to uphold and demonstrate the values we hold dear.
Today I’m pleased to announce an addition of Benjamin (Ben) Hartings to the Trinity Financial Advisors family. He, just like the rest of us do, will focus on delivering a high level of professional expertise and personal engagement our clients have come to expect. More specifically, Ben will serve as Vice President where he will be responsible for cultivating and nurturing client relations, assisting in evaluating core and alternative investment strategies along with deal analysis for clients.
Ben comes to Trinity Financial Advisors with more than 15 years in corporate finance and business transactions with regional and multi-state banking corporations. He has a strong track record in navigating complex business and tax issues, business valuations and transactional structuring. Ben has held licensures in investment banking, is a Certified Management Accountant (CMA), and is currently in process to secure his Certified Financial Planner (CFP) certification.
Ben is actively engaged in giving back through his church as well as board trustee roles, which have included the Salvation Army of Greater Columbus, Relā Columbus, Damascus Catholic Mission Campus, and serving as a founding board member of Design Outreach, a solutions-based organization working to alleviate global poverty.
A graduate of Miami University (B.S., Finance) and the University of Dayton (MBA), Ben currently resides in Lewis Center, Ohio with his wife Lynn and their four children.
I look forward to introducing you to Ben personally in the days and weeks ahead. In the meantime, Ben can be reached at firstname.lastname@example.org.