Timothy J Brunnock, Esq, and his team at Trinity Financial Strategies share a mission to help empower successful people and their families to organize, integrate and simplify their financial lives in order to make better, more informed financial decisions. We offer fee-only investment advice. Tim's investment strategies allow clients to focus their wealth on what is most important to them, such as maximizing retirement income, minimizing the risk of outliving their money, reducing or eliminating taxes and trying to capture excess returns.
Prior to founding Trinity Financial Strategies, Tim was a partner in the law firm of Brunnock & Fleming, PC, where he focused on estate planning and litigation. 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 admitted to both the New Jersey and New York State Bars and has been a practicing attorney since 1991. He is also 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 the Private Advisor Group, A Registered Investment Advisor, enabling him to offer fee-based advisory services. He is also licensed to sell life, disability, long-term and variable insurance products. Legal services provided by Tim are through a separate business that is not affiliated with or endorsed by LPL Financial or Private Advisor Group.
Tim resides in Morris Township, NJ, with his wife, Jennifer, and their three sons. He enjoys coaching his sons in basketball and baseball, and also volunteers time at his church and with the Morristown National Little League and YMCA youth basketball. Tim currently serves as finance chairman of the Morris County St. Patrick’s Day Parade, trustee of the Loyola Jesuit Center and president of the Friendly Sons of St. Patrick of Morris County.