Ziyah Esbenshade
Ziyah Esbenshade brings her extensive expertise in financial services to Trivium Point Advisory as a distinguished Senior Wealth Partner, boasting […]
Team Members
Post Type Description
Bianca Schuman
Bianca Schuman is a Financial Advisor at Trivium Point Advisory with more than 15 years of experience in the financial
George R. Gerhard
George is the co-founder and Managing Partner of Trivium Point Advisory. He is a tenured financial services professional with over
Ron A. Pac
Ron is the Co-Founder and Managing Partner of Trivium Point Advisory, a distinguished professional with over 15 years of experience
Traci Saxon
Traci has a unique background and perspective as a wealth advisor. For 20 years, Traci was a divorce litigator and
Katie Wilken
Katie serves as a Tax Administrator at Trivium Point, bringing experience in wealth management and government service. She previously worked
James Salerno
“An investment in knowledge pays the best interest.” – Benjamin Franklin James Salerno is a Senior Financial Planner with nearly
Taya Matejek
Taya resides in Westchester County, New York, and is based out of Trivium’s White Plains office. Prior to joining Trivium
Stephen Haeckel
As a dedicated Financial Advisor with a passion for helping individuals pursue financial success, Steve brings 20 years of expertise
Paul R. Volpe
As a Managing Partner for Trivium Point Advisory, Paul Volpe specializes in financial analysis and research. He manages the firm’s
