Exciting News! Trivium welcomes Paradigm Financial Partners and Lyons & Lyons, CPAs.

MEET YOUR
TRIVIUM POINT TEAM

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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 Rawiszer

Lee S. Rawiszer

Managing Partner

Ron A. Pac

CFP®, AEP®, ChFC®, RICP®

Managing Partner

George R. Gerhard

AIF®, CEPA®

Managing Partner

David Halper

David G. Halper

CLU®, ChFC®

Managing Partner

Paul Volpe

Paul R. Volpe

AIF®

Managing Partner & Senior Wealth Advisor

David Lyons

Dave Lyons

CFP®, CPA

Senior Tax Partner

The team that makes it possible.

Leadership Team

Cole Conrad

Managing Director of Operations

Trish Boyle

Trish Boyle

Head of Firm Technology and Communications

Carol Robertson

Carol Robertson

Chief Compliance Officer

Kristin Flindall

Head of Human Resources

Wealth Management Team

Ziyah Esbenshade

Ziyah Esbenshade

CFP®, CRPC™, APMA™
Senior Wealth Partner

Stephen Haeckel

Wealth Advisor

James Salerno

Senior Wealth Advisor

Traci Saxon

Traci Saxon

J.D.
Senior Wealth Partner

Heather Thomas

LPL Financial Representative

James A. Thompson

LPL Financial Representative

Nikki Burr

Nikki Burr

Relationship Manager

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Tara Cavorti

Relationship Manager

Ashley Croft-Moore

Relationship Manager

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Ashley Hall 

Relationship Manager & Financial Analyst

Debbie Lister

Debbie Lister

CLTC®
Relationship Manager

Jim Mitchell

Jim Mitchell

Relationship Manager

Kristine Moser

Relationship Manager

Flora Mustafaj

Flora Mustafaj

Relationship Manager

Gerlind Roesler

Gerlind Roesler

Relationship Manager & Financial Analyst

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Sherry Sheng

Relationship Manager

Barbara Swain

Barbara Swain

Relationship Manager

Justin Belden

Justin Belden

Financial Analyst

Xinyi Chen

Xinyi Chen

Financial Analyst

Brandon Levine

Brandon Levine

Financial Analyst

Jeff Zhang

Jeff Zhang

Financial Analyst

Tax and Planning Team

Theresa Bockiaro

Theresa Bockiaro

EA
Senior Tax Advisor

Nick DiMarco

CPA
Senior Tax Advisor

Christina Sassone

Christina Sassone

CPA
Senior Tax Advisor

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Elizabeth Simeone

EA
Senior Tax Advisor

Cheyenne Haviland

Tax Advisor

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Stephanie Ramirez 

Head of Bookkeeping

Heran Xlng

Heran Xing

CPA
Tax Advisor

Whether we are starting new accounting processes, unwinding poor accounting, or helping you pitch your business to potential investors

you can rest assured that we will strive to
strengthen your business