GEOFFREY R. BIEHN, CPA, CFP®
Before forming Trinity Financial Advisors LLC, Mr. Biehn was a Senior Vice President and Divisional CFO at Bank One. He began his career at KPMG and brings 25 years of experience having also served in senior financial positions at CompuServe and MCI. Mr. Biehn is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional (CFP). He earned his undergraduate degree in business from Indiana University in Bloomington, his Masters in Business Administration from The Ohio State University. He is a native of Columbus and currently resides in Worthington, Ohio with his wife Tami and their two children.
Benjamin J. Hartings
Ben serves as Vice President where he is responsible for cultivating and nurturing client relations, assisting in evaluating core and alternative investment strategies along with deal analysis for clients. He brings more than 15 years of experience in corporate finance and business transactions with regional and multi-state banking corporations. Ben has a strong track record in navigating complex business and tax issues, business valuations and transactional structuring. He has held licensures in investment banking and is a Certified Management Accountant (CMA) and is currently pursuing his Certified Financial Planner (CFP) designation. He earned his undergraduate Bachelor of Science degree in Finance from Miami University in Oxford, Ohio, and his Masters in Business Administration from the University of Dayton. Ben and his wife Lynn currently reside in Lewis Center with their four children.
Director, Client Services
Jennifer manages various administrative and client support activities to assist in the day to day management of the practice. She brings 15 years of experience as an executive assistant working in growth-minded environments with high-touch client service models. Jennifer graduated with a bachelor of arts degree in French from the University of Wisconsin – Eau Claire. She and her husband Shawn have two children and live in Upper Arlington.
Clay J. Acer
Clay provides operational assistance for the firm and client planning support. He is also actively pursuing his CERTIFIED FINANICAL PLANNERTM designation. Prior to joining Trinity, Clay held roles in finance and business management at Cardinal Health and Wallick Communities. A Columbus native and graduate of the Fisher College of Business at The Ohio State University, Clay and his wife Amy reside in Grandview Heights, Ohio. They are members of Veritas Tri-Village Church and community volunteers through The Commons at Third, a facility which helps homeless and disabled adults work toward permanent housing.