https://www.tfadvisors.com/insights daily 0.75 2026-06-17 https://www.tfadvisors.com/insights/trinity-welcomes-three-new-team-members monthly 0.5 2026-06-17 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/5a1a29a0-6a16-4c9f-800e-c1141db0e985/Josh+Shaffer.jpg Insights - Trinity Welcomes Three New Team Members - JOSH SHAFFER, Chief Investment Officer, CFA® Josh joins Trinity with more than 15 years of experience as an institutional investor with a proven track record in investment research and portfolio construction across public equities, hedge funds, private markets and venture capital. He brings both a broad lens and deep perspective to prospective investments opportunities to the Trinity team for our clients. Prior to joining Trinity, Josh served as Director of Research for the Denver-based BXE Capital where he led venture investing and conducted due diligence on early-stage companies. He also served as Vice President of NYC-based Whitney Peak Capital, where he led firm-wide research for $400M multi-manager fund as well as other research and investment strategies. Josh earned his Chartered Financial Analyst (CFA®) designation from the CFA Institute. He and his wife, Logan, currently live in Westerville with their four children. . https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/136a024c-2b11-4c6d-9b02-f61992876036/Christen+Biddlestone.jpg Insights - Trinity Welcomes Three New Team Members - CHRISTEN BIDDLESTONE, Financial Advisor Christen’s 20-plus years of investment and people management including analyst, equity trading, analytics and reporting, private market investment and underwriting, and chief operational roles speaks to the experience and value she brings in helping educate and guide Trinity clients on the financial plan and portfolios. Prior to joining Trinity, Christen recently served as COO for a medical technology company in the private sector. Her investment experience spans more than five years as a private market-private equity investor at Nationwide Insurance, and nearly a decade in various analytical, data reporting and product structure roles at Diamond Hill Capital Management. Christen earned her MBA from the Max M. Fisher College of Business at The Ohio State University. She and her husband, Jason, live in Galena with their three children along with three dogs, two cats and one bunny. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/c23c7c86-d988-430b-b2b4-f2723f89e515/Patrick+Welsh.jpg Insights - Trinity Welcomes Three New Team Members PATRICK WELSH, Financial Advisor Patrick brings more than a decade of finance and analytics experience to Trinity with a mindset of serving clients with clarity and care. His background spans GAAP accounting, risk management and compliance, and data‑driven planning where he has leveraged optimization modeling tools to help clients make confident decisions. Prior to joining Trinity, Patrick led initiatives that delivered multi-million‑dollar operational savings and strengthened ompliance while reducing manual workload at NetJets; delivered data solutions and streamlined compliance efforts at Huntington National Bank; and let strategy, staff and partnerships that grew program income by 70 percent during his tenure at the nonprofit St. Paul’s Outreach. Patrick earned his MBA from the Max M. Fisher College of Business at The Ohio State University. He and his wife, Catie, have two children and reside in Gahanna. https://www.tfadvisors.com/insights/the-quarter-in-review-1q-2026 monthly 0.5 2026-06-17 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/b65d53f4-5297-43e9-9320-5f2f242d49bd/Pic+1.png Insights - The Quarter in Review | 1Q 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/98773c9e-434e-49da-895b-9ecfc052cca7/Pic+2.png Insights - The Quarter in Review | 1Q 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/2025-annual-market-review monthly 0.5 2026-02-11 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/c146a45c-b69f-493f-8187-d44c880a6cb4/Graphic+for+QMR.png Insights - 2025 Annual Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-3q-2025 monthly 0.5 2025-11-15 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/07ba4836-ae7f-4e09-b37a-6f70223dbd92/QMR+Q3+2025+graphic.png Insights - The Quarter in Review | 3Q 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/70e65136-96af-45ea-b74e-5d2cf8bede8f/QMR+Q3+2025+graphic+2.png Insights - The Quarter in Review | 3Q 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-2q-2025 monthly 0.5 2025-08-19 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/9391a8fd-6ddc-4500-9193-e22c128e310e/Q2+2025+QMR+pic.png Insights - The Quarter in Review | 2Q 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/service-day-pelotonia-2025 monthly 0.5 2025-08-19 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1755638758273-W4P0QHX51VDNM7DBKOB0/Pel+2025-3.jpg Insights - Service Day with Pelotonia 2025 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1755638760081-0C5SXUIU12KFV1UJ4JIK/Pel+20205.jpg Insights - Service Day with Pelotonia 2025 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1755638759369-ALK6HJQS401TIU1J81UP/Pel+2025-1.jpg Insights - Service Day with Pelotonia 2025 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1755638759219-NPG1DWCH171IYKIBW3G8/Pel+2025-2.jpg Insights - Service Day with Pelotonia 2025 https://www.tfadvisors.com/insights/the-quarter-in-review-1q-2025 monthly 0.5 2025-05-13 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/7d4eeaf3-0b49-423f-91df-17055943f008/p1.png Insights - The Quarter in Review | 1Q 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/ac7dd295-6c76-4dd7-9255-1b5db2d165e7/p2.png Insights - The Quarter in Review | 1Q 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/six-qampas-about-todays-tariff-agreement-between-the-us-and-china monthly 0.5 2025-05-13 https://www.tfadvisors.com/insights/z57t5lw1d43cfhsh8hr5prmtqvu8ip monthly 0.5 2025-05-08 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/d870e571-c62a-46b1-af54-b5175f41c974/team.jpg Insights - Mid-Ohio Food Collective - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/e1d9f5a2-4965-4505-a7f4-9455b2ff2b76/accp.jpg Insights - Mid-Ohio Food Collective - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/215e82a4-0b0f-456b-a702-623a7e79b44e/tbca.jpg Insights - Mid-Ohio Food Collective - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/0df4e391-a2e0-4882-9646-ca6de0d958f3/kg.jpg Insights - Mid-Ohio Food Collective - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/tariffs-and-market-volatility monthly 0.5 2025-04-08 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/10467393-9570-4950-9f8c-1d264e12fbc1/Picture2.png Insights - Tariffs and Market Volatility - Make it stand out Source: whitehouse.gov https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/7a21947f-3fa3-4a3c-9e91-10bbdebce49f/Picture3.png Insights - Tariffs and Market Volatility - Make it stand out Source: FactSet This chart shows the relative performance of stock and bond indexes year to date, with performance indexed to 100 on 1/1/2025. Results are through 3/31/25 and do not include reciprocal tariffs that began on 4/2/25. Past performance does not guarantee futures results. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/530ab96b-8f19-4e18-8b66-08ac9402c0a3/Picture4.png Insights - Tariffs and Market Volatility - Make it stand out Source: Dimensional Funds https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/d474a3fc-a2de-4cda-9e93-b1d5e0050027/Picture5.png Insights - Tariffs and Market Volatility - Make it stand out Source: Dimensional Funds https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/022f98c0-ac68-4bd5-b96a-5bdcb448ecfe/Picture6.png Insights - Tariffs and Market Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-q4-2024 monthly 0.5 2025-02-24 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/48d3413d-ee32-44db-9e49-52b10869ebf9/Q4+-+2024.png Insights - The Quarter in Review | 4Q 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/anthony-calvino-earns-cfp monthly 0.5 2024-12-17 https://www.tfadvisors.com/insights/trinity-welcomes-cory-pfanner monthly 0.5 2024-12-12 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/f40e8cdd-fc10-4257-b03a-56d6b4bbb94c/Cory+Pfanner+1.jpg Insights - TRINITY WELCOMES CORY PFANNER - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/trinity-welcomes-cory-pfanner-1 monthly 0.5 2025-08-19 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/df1e6add-6141-4217-af31-59d98a962f86/Cory+Pfanner+1.jpg Insights - Trinity Welcomes Cory Pfanner - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/year-end-opportunities-and-reflections-on-giving monthly 0.5 2024-11-25 https://www.tfadvisors.com/insights/xlp98czdvj1gsd8gjplbawmid0k7yt monthly 0.5 2024-11-01 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/019d679f-a07f-4f28-8a06-0a50192c2b6a/1.png Insights - The Quarter In Review | 3Q 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/election-year-impact-on-your-investment-plan monthly 0.5 2024-10-18 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/bbdd8a90-520b-44cf-994a-b98f185b891a/pic+1.png Insights - Election Year Impact On Your Investment Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/3b63948a-7983-4aa2-9b14-17c61d02c727/pic+2.png Insights - Election Year Impact On Your Investment Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/d44863be-b0d0-47bb-93c8-ad77a3627671/pic+3.png Insights - Election Year Impact On Your Investment Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/4f338a1a-5273-42c3-a436-9b18fc95bcf9/pic+4.png Insights - Election Year Impact On Your Investment Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-2q-2024 monthly 0.5 2024-08-08 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/036bf5e3-4297-4843-ba17-1be17afccafb/Q22024.png Insights - The Quarter In Review | 2Q 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/c961db1f-406b-4afe-9063-9ef398c0f1e0/Q22024_2.png Insights - The Quarter In Review | 2Q 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/quarterly-market-review-q1-2024 monthly 0.5 2024-05-23 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/4d1c0132-cb49-495a-9b1d-9d2eac2f1498/graphic+for+QMR.jpg Insights - The Quarter In Review | 1Q 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-4q-2023 monthly 0.5 2024-02-28 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/79e57109-2682-40f7-a9a7-2705b348c8d1/pic+1.png Insights - The Quarter In Review | 4Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/2024-tax-year-updates monthly 0.5 2024-01-18 https://www.tfadvisors.com/insights/angel-tree-toy-drive-christmas-cheer monthly 0.5 2024-01-11 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/6764e19b-bd41-4e9c-bd94-274dcaa44d67/Angel+Tree+2023.jpg Insights - Angel Tree Toy Drive + Christmas Cheer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/e897f009-68bd-49a4-8faf-d14ebb7373cf/CCD+2023+-+Group+Photo.jpg Insights - Angel Tree Toy Drive + Christmas Cheer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/0c59c9d9-75e9-44b6-9d5a-f27a9812969c/CCD+2023+-+Biehn%2C+TH+and+Acer.jpg Insights - Angel Tree Toy Drive + Christmas Cheer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/3e9b87be-595f-4d85-a2fc-66947bb61341/CCD+2023+-+Karabinos.jpg Insights - Angel Tree Toy Drive + Christmas Cheer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/9746224f-3f12-4aac-b876-09e7d868e172/CCD+2023+-+Hastings.png Insights - Angel Tree Toy Drive + Christmas Cheer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/eab5ae17-0503-43ba-9e5b-53f135fd9b4e/CCD+2023+-+Kristina.jpg Insights - Angel Tree Toy Drive + Christmas Cheer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/7fd6ef5a-fb35-44ec-ac4c-5de3adbef903/CCD+2023+Anthony+and+Jennifer.jpg Insights - Angel Tree Toy Drive + Christmas Cheer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-3q-2023 monthly 0.5 2023-11-17 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/36e9ee83-3f67-4b0b-865f-3cfc4c922ed3/Comeback.png Insights - The Quarter in Review | 3Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/b6e0ed03-b138-4fff-9e6b-a3efe78beb75/US+Market+30-Year+Average.png Insights - The Quarter in Review | 3Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/54a20178-1dd7-41f6-be22-791a9aeaeadf/Average+Annualized+Outperformance.png Insights - The Quarter in Review | 3Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-2q-2023 monthly 0.5 2023-08-10 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/9bfc2309-1170-4340-83a8-260e8eedacc5/qmr1.png Insights - The Quarter in Review | 2Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/fad1032e-61f9-47d6-bf55-a1f41c281c28/qmr2.png Insights - The Quarter in Review | 2Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/2acd3f90-bd38-4746-8f69-945870d90f46/qmr3.png Insights - The Quarter in Review | 2Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/pelotonia-2023 monthly 0.5 2023-08-10 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1691685736724-ELZNE6B4Y2H1KZ7M1XSG/Pelotonia+2023.jpg Insights - Pelotonia 2023 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1691685762097-G8J17FDY615HZTHSZAGK/Team+Trinity.jpg Insights - Pelotonia 2023 https://www.tfadvisors.com/insights/trinity-welcomes-anthony-calvino monthly 0.5 2023-08-10 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/00452b60-86e3-4efc-90d8-41085438109f/TFABWA-1-2_websize.jpg Insights - Trinity Welcomes Anthony Calvino - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-1q-2023 monthly 0.5 2023-05-12 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/f3f28ce1-9921-4bd0-8e20-19151c0b52bf/photo1.png Insights - The Quarter in Review | 1Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/7d8ed7f5-e743-4409-a4ad-1cb84d1c686f/photo2.png Insights - The Quarter in Review | 1Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/81cfcbca-3fe6-4424-b6b3-1364fcacea04/The+Fed+and+Interest+Rates.png Insights - The Quarter in Review | 1Q 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/cnbc-interview-with-schwab-ceo-walt-bettinger monthly 0.5 2023-03-24 https://www.tfadvisors.com/insights/banking-failures-amp-what-happens-next monthly 0.5 2023-03-24 https://www.tfadvisors.com/insights/2022-annual-market-review monthly 0.5 2023-02-14 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/dcdfd9d6-6353-4b53-983d-bb33ff1f5ca4/1.png Insights - 2022 Annual Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/faae02e5-9319-4d46-b6b4-b3f94216c47b/2.jpg Insights - 2022 Annual Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/bc721541-e1aa-4ab3-b484-e66923882622/3.png Insights - 2022 Annual Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/christmascheer monthly 0.5 2023-08-10 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/bafdd0b7-6157-4828-b34f-5e52d735c178/Christmas+Cheer+2022.jpg Insights - Christmas Cheer Distribution with The Salvation Army - Make it stand out Our 2022 Volunteer Team. https://www.tfadvisors.com/insights/the-quarter-in-review-3q-2022 monthly 0.5 2022-11-18 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/273f5a71-7d6b-4faa-9f35-cd29121fca2b/Global+Asset+Class+Returns+_+Global+Sector+Returns.jpg Insights - The Quarter in Review | 3Q 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/88d48e41-777f-4c16-8cce-3a5a32100013/Length+of+Expansion+and+Recessions.jpg Insights - The Quarter in Review | 3Q 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/b2f2962a-cb9a-4219-8393-8593dc3d7a13/Negative+Returns.jpg Insights - The Quarter in Review | 3Q 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1c32134c-c1ac-4fd0-a684-9cf054168d89/U.S.+Bear+and+Bull+Markets.jpg Insights - The Quarter in Review | 3Q 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-2q-2022 monthly 0.5 2022-11-18 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/b84e3052-74c6-4894-b562-45565fda12ea/pic.jpg Insights - The Quarter In Review | 2Q 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/quarterly-market-review-qmr-q1-2022 monthly 0.5 2022-06-23 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1d9315e4-3de5-42e3-a08b-bb1f25cb3fa8/recession.png Insights - The Quarter In Review | 1Q 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/two-powers-of-attorney-youll-want-for-your-college-aged-childgrandchild monthly 0.5 2022-06-23 https://www.tfadvisors.com/insights/trinity-welcomes-kristina-green monthly 0.5 2022-06-23 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/05fd32ff-cbee-492b-9386-4e23a8844162/KG2.jpg Insights - Trinity Welcomes Kristina Green - Make it stand out Kristina Green https://www.tfadvisors.com/insights/the-quarter-in-review-4q-2021 monthly 0.5 2022-05-19 https://www.tfadvisors.com/insights/geoff-biehn-appointed-to-national-church-residences-board-of-directors monthly 0.5 2022-06-23 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/7d5f29fb-5509-44f8-8f30-1ce853842b27/National%2BChurch%2BResidences%2B-%2BNewly%2BAppointed%2BBoard%2BMembers.jpg Insights - Geoffrey Biehn Appointed to National Church Residences Board of Directors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-3q-2021 monthly 0.5 2022-05-19 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/5f2c0163-5a7e-4ec6-bd9a-b87963db7c1e/US%2BHousehold%2BBank%2BDeposits.png Insights - The Quarter in Review | 3Q 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/d5d41e3b-7a54-4aff-8bfb-ab4c5fdf3268/Inflation.png Insights - The Quarter in Review | 3Q 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-2q-2021 monthly 0.5 2023-09-01 https://www.tfadvisors.com/insights/increase-your-online-security-efforts-updated monthly 0.5 2022-05-19 https://www.tfadvisors.com/insights/thoughts-on-economy-jobs-and-schools monthly 0.5 2022-05-19 https://www.tfadvisors.com/insights/the-quarter-in-review-1q-2021 monthly 0.5 2022-05-19 https://www.tfadvisors.com/insights/the-quarter-in-review-4q-2020 monthly 0.5 2022-05-19 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/e071a2e2-b37a-4ed4-89ed-8afc4718ce81/Contextualizing%2B%2B11%25%2BUS%2BGrowth.png Insights - The Quarter in Review | 4Q 2020 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/2b7d56a7-8358-4b53-b072-8eacc55757eb/Anatomy%2Bof%2Ba%2BSleeping%2B%28Consumption%29%2BGiant%2B-%2BINCOME%2B%3D%2BUp.png Insights - The Quarter in Review | 4Q 2020 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-3q-2020 monthly 0.5 2022-05-19 https://www.tfadvisors.com/insights/the-quarter-in-review-2q-2020 monthly 0.5 2022-06-23 https://www.tfadvisors.com/insights/the-big-give monthly 0.5 2022-05-31 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/c9acd9b8-9b02-497c-bb60-4f844f6c0964/Screen+Shot+2022-05-31+at+12.40.56+PM.png Insights - The Big Give - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/insights/the-quarter-in-review-1q-2020 monthly 0.5 2022-06-23 https://www.tfadvisors.com/home daily 1.0 2026-04-24 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/0be65c6d-dd55-4e92-b4f0-8dffda4c4ffc/trinityfinical2022-93.jpg Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/f26f9f33-5336-4b8b-9cca-91204e6ae1ff/GBBH.jpg Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/70df2b0a-75c9-48eb-b1f3-488b7278a278/trinityfinical2022-114.jpg Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/our-approach daily 0.75 2025-09-04 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649163935994-2VQH8P6VFHTG7QU7JYFS/Wealth+planning.png Our Approach https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649163936448-488DV9FRQBSL8DWI9A4L/Tax+and+estate.png Our Approach https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649163936526-TGYE1DNSZZ8N04ZP8LOV/Risk+Managment.png Our Approach https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649163935954-1RAUZIPBEISOJ3E7Y26C/Charity+and+Philanthropy.png Our Approach https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649163935516-AOHI2DIUB94QYTDT28SF/Family+Governance.png Our Approach https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1654000073605-PR9UE6I5PN1P9YYBMAZI/Business+Advisory.png Our Approach https://www.tfadvisors.com/meet-the-team daily 0.75 2026-02-18 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/925d2e61-3b52-4807-8fc4-0f10c8a1e089/trinityfinical2022-49.jpg Meet the Team - Geoffrey R. Biehn CPA, CFP® Founder & President more> https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/745a921a-8131-4b85-b05e-3d8b03ddffb4/trinityfinical2022-41.jpg Meet the Team - Benjamin J. Hartings CFP® Partner & Senior Vice President more> https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/71ff95f3-5927-4c2f-a25f-1c03396f61ae/trinityfinical2022-70.jpg Meet the Team - Jennifer J. Metz Director, Client Services more> https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/c5dddb4a-a0d4-4024-b397-ae188eeb6536/trinityfinical2022-52.jpg Meet the Team - Kristina M. Green Financial Advisor more> https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/cbc8ca09-ae2c-420d-a697-445a4de8ee44/Anthony+Calvino.jpg Meet the Team - Anthony A. Calvino CFP® Financial Advisor more> https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/819c0551-af07-4d82-9a47-b659630f58bf/trinityfinical2022-66.jpg Meet the Team - Amy M. Ritchie Client Services Associate more> https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/de5eb248-0f71-46bb-939e-a02eec6d6c0d/Cory+Pfanner+1.jpg Meet the Team - Cory D. Pfanner Manager, Technology & Administration more> https://www.tfadvisors.com/schwab-account daily 0.75 2022-04-25 https://www.tfadvisors.com/community-involvement daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1654000715134-VONWBTLBNN33WIF8L6WB/alpha.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779069158-0TJ52OP5CVK3LKKHSLLP/asias+hoipe.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779069180-RTOMAHRCXE4FYPXUFM37/cru.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779174521-J3DM039ATA9IQ9MTYSDN/Damascus.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779069702-XN8LYC8VVXAPA0YSY8KB/design+outreach.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1656026556167-ZYVNG9JF74FPB299M85I/Freedom+Al+la+Carte%402x.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779070284-GPVHLQWI8BOKQKF87DO4/gracehaven.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779070867-3TK49D8TPUR4EN44XC39/Mission+of+hope.png Community Involvement - https://missionofhope.com https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779070626-N1LFJE560NDYKPJRXTD9/IFI.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1656026556154-T41BBVZAELAYE94MC9MZ/Lower+Lights%402x.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779071156-YA1N4N2GP7U804ZT7Q7O/mommies+matter.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779071371-MFZXNISTNTYJU36W859I/pelotonia.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1655124888586-LV72XKGYD6J8F93NERXG/Salvation+army.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1656026556715-MVBD28QNZXR8GMKNSWPJ/She+Has+a+Name%402x.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779071928-8Y8X9ZZ27J0S0ZZ2REL3/SPO.png Community Involvement https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/1649779072507-IRXVYBWI54PID9O34537/young+life.png Community Involvement https://www.tfadvisors.com/faqs daily 0.75 2022-04-05 https://www.tfadvisors.com/our-story daily 0.75 2023-04-28 https://www.tfadvisors.com/geoffrey-biehn daily 0.75 2026-06-17 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/0aba88da-1f49-40ed-963b-64b212a69777/trinityfinical2022-49.jpg Geoffrey Biehn - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/benjamin-hartings daily 0.75 2025-08-21 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/397f3439-b8e4-4a58-accf-b1ace646db30/trinityfinical2022-41.jpg Benjamin Hartings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/jennifer-metz daily 0.75 2025-08-21 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/ff651bec-bdcc-45fb-b8db-fa88116613c7/trinityfinical2022-70.jpg Jennifer Metz - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/amy-ritchie daily 0.75 2025-08-21 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/eaf2df63-d0e6-4533-b28d-d3826d752f7d/trinityfinical2022-66.jpg Amy Ritchie - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/kristina-green daily 0.75 2025-08-21 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/fd757b58-a8ef-4543-9c8f-47b77a79e68f/trinityfinical2022-52.jpg Kristina Green - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/client-planning daily 0.75 2023-04-28 https://www.tfadvisors.com/code-of-ethics daily 0.75 2022-06-13 https://www.tfadvisors.com/schwab-security daily 0.75 2022-06-13 https://www.tfadvisors.com/important-disclosure daily 0.75 2023-11-17 https://www.tfadvisors.com/crs daily 0.75 2022-06-13 https://www.tfadvisors.com/privacy-policy daily 0.75 2022-06-13 https://www.tfadvisors.com/anthony-cavino daily 0.75 2025-08-21 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/cbc8ca09-ae2c-420d-a697-445a4de8ee44/Anthony+Calvino.jpg Anthony Cavino - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/crs-2 daily 0.75 2024-03-22 https://www.tfadvisors.com/cory-pfanner daily 0.75 2025-08-21 https://images.squarespace-cdn.com/content/v1/623cc75b6e287760cf58cc33/de5eb248-0f71-46bb-939e-a02eec6d6c0d/Cory+Pfanner+1.jpg Cory Pfanner - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.tfadvisors.com/crs2025 daily 0.75 2025-04-29 https://www.tfadvisors.com/addepar-portal daily 0.75 2025-05-11 https://www.tfadvisors.com/crs2026 daily 0.75 2026-05-20