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.
The team that makes it possible.
Leadership Team
Wealth Management Team
Besart Beluli
Relationship Manager
Ashley Croft-Moore
Relationship Manager
Tax and Planning Team
Theresa Bockiaro
EA
Senior Tax Advisor
Cheyenne Haviland
CPA
Tax Advisor
Vandana Khanna
CPA
Tax Advisor