Trivium Support Team

Besart joined Trivium Point in May 2024. He holds a bachelor’s degree in finance, specializing in Investments and Derivatives, from

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.

Eric joined Trivium in November 2024, and will be managing our remote tax preparation team and efforts. He has over

Flora joined the Trivium Point team in 2023. She graduated from Sacred Heart University with a major in finance. Since,

Le (Sherry) came from China and graduated from University of Bridgeport with an MBA in Finance and MSF concentration in

Heran Xing has expertise in income tax planning, compliance, and reporting. She joined Trivium Point in July of 2023, and

With over 30 years of experience in tax and financial planning, Holly brings a wealth of knowledge and expertise to

Stephanie is the Head of Bookkeeping at Trivium Point Advisory where she leads the bookkeeping and financial departments. She has