Ashley Croft-Moore
Ashley is a finance professional with a background in capital markets, business development, and operational growth. She graduated from the […]
Team Members
Post Type Description
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 at
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
Flora Mustafaj
Flora joined the Trivium Point team in 2023. She graduated from Sacred Heart University with a major in finance. Since,
Sherry Sheng
Le (Sherry) came from China and graduated from University of Bridgeport with an MBA in Finance and MSF concentration in
Heather Thomas
Heather F. Thomas, AIF® is a Financial Advisor with over 30 years of experience and is passionate about helping business and individuals
Stephanie Ramirez
Stephanie is the Head of Bookkeeping at Trivium Point Advisory where she leads the bookkeeping and financial departments. She has
