Trinity Financial Strategies is a family run Financial Planning/Wealth Management firm. We help distill the 24-hour financial noise and break it down into plain English. This allows our clients to better understand the information, act on it and feel comfortable with it. Our process allows them to make better, more informed financial decisions for themselves and their families.
Our personalized, custom-tailored approach to working with our clients has allowed us to have relationships that have endured for decades, and which now spans generations. Throughout the course of these lifelong relationships, we've been committed to open, ongoing and clear communication. Along the way, we check regularly to confirm what’s happening in your family's lives. We then have an updated conversation about the best strategies to address your challenges. Whether deciding how to pay for college, investing for long-term growth, caring for aging parents or preparing for a long and prosperous retirement, our clients’ individual challenges are met with cutting-edge strategies to help them sleep at night.
As the founding partner of Trinity Financial Strategies as well as an Attorney, Tim has had the privilege of being a trusted advisor to families for over 20 years. He has been instrumental in assembling the team, defining the firm's long-term vision, and putting in place the structure and processes to effectively deliver exceptional service for our clients. Tim brings energy, passion, and creativity and his law background to the Trinity team and to our family of clients.
Prior to founding Trinity Financial Strategies, Tim was a partner in the law firm of Brunnock & Fleming, PC, where he focused on litigation and estate planning. In 2000, he became one of only three percent of all New Jersey attorneys to be certified by the New Jersey Supreme Court as a Certified Civil Trial Attorney. He earned his law degree from Suffolk University in Boston, MA, and a BA from Villanova University.
Tim is a Registered Securities Representative and Investment Advisor Representative with LPL Financial. Tim holds the Series 7 securities registration through LPL Financial, which enables him to buy and sell securities for his clients. He holds the Series 66 registration through Private Advisor Group, A Registered Investment Advisor, and LPL Financial enabling him to offer fee-based advisory services. He is also licensed to sell life, disability, long-term and variable insurance products.
Tim resides in Morris Township, NJ with Jennifer, his wife of 29 years and their three sons. Tim currently volunteers as a youth basketball coach, as well as the finance committee of the Morris County St. Patrick's Day Parade, past president of the Friendly Sons of St. Patrick of Morris County, and as a current trustee of the Loyola Jesuit Center. He keeps in shape by taking long walks in the woods after errant golf balls.
Prior to joining Trinity Financial Strategies, Ryan spent a number of years as an Associate Advisor for Pathstone, a multi-family office located in Englewood, New Jersey. At Pathstone, Ryan’s team managed nearly $1.5B in assets. His responsibilities included rebalancing portfolios, vetting early stage private equity deals, and coordinating tax and estate planning for executives of Fortune 500 companies. Ryan graduated from Villanova University where he chaired the Villanova Day of Service, an event that sends 5,000 volunteers to over 200 service sites across the Philadelphia region each year. Ryan was also the President of the Billy Zimmermann Scholarship, an organization that was founded in memory of a fellow fraternity member.
In his spare time, Ryan volunteers as an Assistant Coach for the Mendham High School Boys Basketball Team and Morristown National Baseball League. He is also an avid golfer and fisherman.
Clients take great comfort from Anne's experience, work ethic, and vast understanding of the firm's resources and systems. Anne works directly with our clients, whether opening or transferring accounts, processing retirement income distributions, coordinating client deposits and withdrawals, or providing account reporting and tax documentation. Anne proactively works to ensure clients have a tremendous experience with our firm.
Anne began her career as an executive secretary at CIT Financial Corporation later becoming a legal secretary in the Trademarks Department at Nabisco. After taking a sabbatical to raise her three children, Anne returned to the workforce in a number of accounting and payable positions before joining “Tim’s Team” at TFS.
Anne is an active member in her church and community. She is currently the Treasurer and a Founding Member of the Sisters of Saint Brigid, a member of St. Patrick’s Day Parade Finance Committee and is a bagpiping member of Rory O’Moore School of Pipes and Drums. Anne and her husband, Bill have lived in Morristown since 1999 where they have raised their three children.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.