MEET YOUR
TRIVIUM POINT TEAM
Recently Lyons & Lyons, CPAs, and Paradigm Financial Partners merged with Trivium. We are delighted to welcome both teams into our family. The combined operations will create scale and elevate the client experience. Our new capabilities help us address the evolving financial needs of all our clients – all within one trusted brand.
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®, CPA
Senior Tax Partner
The team that makes it possible.
Leadership Team
Cole Conrad
Managing Director of Operations
Trish Boyle
Head of Firm Technology and Communications
Wealth Management Team
Ziyah Esbenshade
CFP®, CRPC™, APMA™
Senior Wealth Partner
Stephen Haeckel
Wealth Advisor
Brandon Levine
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
Nikki Burr
Relationship Manager
Tara Cavorti
Relationship Manager
Ashley Croft-Moore
Relationship Manager
Ashley Hall
Relationship Manager & Financial Analyst
Debbie Lister
CLTC®
Relationship Manager
Kristine Moser
Relationship Manager
Flora Mustafaj
Relationship Manager
Gerlind Roesler
Relationship Manager & Financial Analyst
Sherry Sheng
Relationship Manager
Justin Belden
Financial Analyst
Xinyi Chen
Financial Analyst
Jeff Zhang
Financial Analyst
Tax and Planning Team
Theresa Bockiaro
EA
Senior Tax Advisor
Nick DiMarco
CPA
Senior Tax Advisor
Christina Sassone
CPA
Senior Tax Advisor
Elizabeth Simeone
EA
Senior Tax Advisor
Cheyenne Haviland
Tax Advisor
Stephanie Ramirez
Head of Bookkeeping
Heran Xing
CPA
Tax Advisor