George R. Gerhard
George is the co-founder and Managing Partner of Trivium Point Advisory. He is a tenured financial services professional with over […]
Team Members
Post Type Description
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
Besart Beluli
Besart joined Trivium Point in May 2024. He holds a bachelor’s degree in finance, specializing in Investments and Derivatives, from
Cole Conrad
Cole Conrad is the Managing Director of Operations at Trivium Point Advisory, where he plays a pivotal role in the
David Halper
Wealth Management is a process and a partnership built on trust and integrity. In his role as Managing Partner
Debbie Lister
Debbie has been with Trivium Point Advisory since 2014. She earned her BS in Marketing from Indiana University’s Kelley School
Kristine Moser
Kristine joined Trivium Point in September of 2022 and brings more than seven years of industry experience to the team.
Eric Stage
Eric joined Trivium in November 2024, and will be managing our remote tax preparation team and efforts. He has over
