Trivium Support Team

Peter is a seasoned tax professional with 5 years of experience in tax planning, compliance & advisory services for high-wealth […]

Joana discovered her passion for accounting at the age of 20 while interning at a family-owned accounting firm in Norwalk.

Katie serves as a Tax Administrator at Trivium Point, bringing experience in wealth management and government service. She previously worked

Anna joined Trivium in February 2025 as an Administrative Assistant, bringing with her over 15 years of experience in administrative

Jen joined Trivium Point Advisory in early 2025, bringing more than 15 years of experience in operations at a leading

Tristan Arjavich joined the firm in July 2025 and brings three years of tax experience working with ultra-high net worth

Mike is a dedicated financial planner with 5 years of experience helping clients pursue clarity and confidence in their financial

Ashley is a finance professional with a background in capital markets, business development, and operational growth. She graduated from the

Debbie has been with Trivium Point Advisory since 2014. She earned her BS in Marketing from Indiana University’s Kelley School

Kristine joined Trivium Point in September of 2022 and brings more than seven years of industry experience to the team.