Peter Horn
Peter is a seasoned tax professional with 5 years of experience in tax planning, compliance & advisory services for high-wealth […]
Team Members
Post Type Description
Joana Sandoval
Joana discovered her passion for accounting at the age of 20 while interning at a family-owned accounting firm in Norwalk.
Katie Wilken
Katie serves as a Tax Administrator at Trivium Point, bringing experience in wealth management and government service. She previously worked
Anna Perillo
Anna joined Trivium in February 2025 as an Administrative Assistant, bringing with her over 15 years of experience in administrative
Jennifer Orgera
Jen joined Trivium Point Advisory in early 2025, bringing more than 15 years of experience in operations at a leading
Tristan Arjavich
Tristan Arjavich joined the firm in July 2025 and brings three years of tax experience working with ultra-high net worth
Mike Cirone
Mike is a dedicated financial planner with 5 years of experience helping clients pursue clarity and confidence in their financial
George R. Gerhard
George is the co-founder and Managing Partner of Trivium Point Advisory. He is a tenured financial services professional with over
Ron A. Pac
Ron is the Co-Founder and Managing Partner of Trivium Point Advisory, a distinguished professional with over 15 years of experience
Lee S. Rawiszer
As an independent financial advisor and Managing Partner at Trivium Point Advisory, Lee believes that financial planning is a process
