David Halper
Wealth Management is a process and a partnership built on trust and integrity. In his role as Managing Partner at […]
Team Members
Post Type Description
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
James Salerno
“An investment in knowledge pays the best interest.” – Benjamin Franklin James Salerno is a Senior Financial Planner with nearly
James A. Thompson
Throughout his extensive career, Jim has closely collaborated with a diverse array of clients, ranging from small businesses to high-net-worth
