Phone: (312) 245-1300    

Trinity Financial Advisors

CONNECT

Address:

541 North Fairbanks Ct Suite 1060
Chicago, IL 60611

Phone:

(312) 245-1300 , Outside of Illinois (877) 287-4648

Fax/Other:

(312) 245-9009

Trinity Financial Advisors, Financial Planning, Chicago, Illinois

Our mission is to provide comprehensive wealth management services to guide you into your financial future. Through our team approach and comprehensive planning process, we get a precise view of your entire financial picture. With all of the information at hand, we recommend a plan and investment strategy custom-tailored to your needs.


John Wimbiscus, CFP, RLP, NAPFA Registered, Trinity Financial Advisors

John W. Wimbiscus, CFP®, RLP®, NAPFA-Registered Financial Advisor®

Principal

John Wimbiscus is Principal of Trinity Financial Advisors, LLC. He earned his Bachelor of Science and Master of Business Administration in Finance from Northern Illinois University. John started his career as a financial advisor in 1985 at Deloitte & Touche, LLP, a Big Four public accounting firm. He continued his career at Ronald Blue & Co., a national fee-only financial advisory firm, where he held the position as Client Manager. Upon leaving this position in 2000, he founded Trinity Financial Advisors, LLC...Read More...


Harlan Freeman, CFP, CPA, NAPFA Registered, Trinity Financial Advisors

Harlan E. Freeman, CFP®, CPA, NAPFA-Registered Financial Advisor®

Financial Advisor

Harlan Freeman is a Financial Advisor at TFA.  He joined our team in 2017 bringing a passion for servicing clients by helping them navigate life’s maze of complex financial decisions.  Immediately prior to joining TFA he founded and operated Envisage Wealth Planners, an RIA, that much like TFA ..Read More...


 

Nancy Ladd, CFP, CKA, NAPFA Registered, Trinity Financial Advisors

Nancy L. Ladd, CFP®, CKA®, NAPFA-Registered Financial Advisor®

Senior Financial Advisor

Nancy Ladd is a Senior Financial Advisor at Trinity Financial Advisors, LLC. She began her career in financial planning in 1980 at Harris Bank. She earned her Bachelor of Arts in Liberal Arts from DePaul University and her Master of Business Administration in Financial Planning from Saint Xavier University. She continued to expand her career in financial planning as she advised high net worth university professionals. She joined Trinity Financial Advisors, LLC in 2007....Read More...


Julie Pokorny, Trinity Financial Advisors

Julie Pokorny

Office Manager

Julie started with Trinity Financial Advisors in 2009 as the Office Manager. Before working for Trinity, she worked in the financial industry as a Client Associate for three brokers for over five years. Julie lived in Florida for a couple years and worked at The Walt Disney World Contemporary Resort front desk. With her love for travel and the hospitality industry, Julie has gone back to school to get her Hotel Management Degree. ..Read More....


Elizabeth Salgado, Trinity Financial Advisors

Elizabeth Salgado

Financial Planning Assistant

Elizabeth Salgado started off as an Intern at Trinity Financial Advisors, LLC. She studied Finance at the University of Illinois at Chicago. She has certifications in Management/Marketing and General Business, Math, and Financial Accounting. Elizabeth is currently a Financial Planning Assistant at Trinity Financial Advisors, LLC. ..Read More...