Broker Check



Charles Mann has been developing and implementing wealth management strategies for over fourteen years. His vision is for each client to have financial contentment so they can be free to pursue the areas of their lives that bring...

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Marjorie Wentz joined Trinity Wealth Management in February, 2014 as an Investment Adviser Representative after selling Elmark Graphics, her custom sign business. She joined Trinity Wealth Management to help other entrepreneurs plan...

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Jon joined Trinity Wealth Management in June of 2017 as an Associate Wealth Advisor. His primary role at the firm is to create holistic, customized financial plans and provide investment advice tailored to each client’s goals and...

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Meredith A. Paul

Client Relations Specialist

(610) 296-2020

(610) 296-2188

Meredith joined Trinity Wealth Management in October of 2012 as an Administrative Assistant. She has handled all aspects of the firm's administrative and operational duties, but her primary role as Client Relations Specialist is to...

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