MEET YOUR
TRIVIUM POINT TEAM
THE TEAM
The partners merged their deep experience, innovative approaches, and strategic thinking to transform traditional finance. Their blend of industry knowledge, tech-savvy ideas, and foresight led to a firm that redefines financial norms, offering outstanding experiences and staying ahead in the industry.
Lee S. Rawiszer
Managing Partner
Ron A. Pac
CFP®, AEP®, ChFC®, RICP®
Managing Partner
George R. Gerhard
AIF®, CEPA®
Managing Partner
David G. Halper
CLU®, ChFC®
Managing Partner
Paul R. Volpe
AIF®
Managing Partner & Senior Wealth Advisor
Dave Lyons
CFP®
Senior Tax Advisor
The team that makes it possible.
Leadership Team
Cole Conrad
Managing Director of Operations
Joanna Wallis
Chief of Staff
Wealth Management Team
Ziyah Esbenshade
CFP®, CRPC™, APMA™
Senior Wealth Partner
Stephen Haeckel
Wealth Advisor
James Salerno
CFP®, ChFC®, RICP®, AIF®, CDFA®, RSSA®
Senior Wealth Advisor
Traci Saxon
J.D.
Senior Wealth Partner
Heather Thomas
AIF®
LPL Financial Representative
James A. Thompson
ChFC®, CLU®
LPL Financial Representative
Besart Beluli
Relationship Manager
Nikki Burr
Relationship Manager
Lisa Bybel
Relationship Manager
Tara Cavorti
Relationship Manager
Ashley Croft-Moore
Relationship Manager
Ashley Hall
Relationship Manager & Financial Analyst
Marni Handel
Relationship Manager
Debbie Lister
CLTC®
Relationship Manager
Flora Mustafaj
Relationship Manager
Sherry Sheng
Relationship Manager
Kristine Moser
Relationship Manager
Xinyi Chen
Financial Analyst
Tax and Planning Team
Theresa Bockiaro
EA
Senior Tax Advisor
Holly Ciferri
Tax Advisor
Nick DiMarco
Senior Tax Advisor
Vandana Khanna
Tax Advisor
Stephanie Ramirez
Head of Bookkeeping
Eric Stage
Tax Manager
Heran Xing
Tax Advisor
Vittoria Zegarelli
Tax Relationship Manager