Heather Thomas
Heather F. Thomas, AIF® is a Financial Advisor with over 30 years of experience and is passionate about helping business and individuals […]
Advisors
James Salerno
“An investment in knowledge pays the best interest.” – Benjamin Franklin James Salerno is a Senior Financial Planner with
James A. Thompson
Throughout his extensive career, Jim has closely collaborated with a diverse array of clients, ranging from small businesses to high-net-worth
Stephen Haeckel
As a dedicated Financial Advisor with a passion for helping individuals pursue financial success, Steve brings 20 years of expertise
Traci Saxon
Traci has a unique background and perspective as a wealth advisor. For 20 years, Traci was a divorce litigator and
Ziyah Esbenshade
Ziyah Esbenshade brings her extensive expertise in financial services to Trivium Point Advisory as a distinguished Senior Wealth Partner, boasting
