Stephanie Ramirez
Stephanie is the Head of Bookkeeping at Trivium Point Advisory where she leads the bookkeeping and financial departments. She has […]
Team Members
Post Type Description
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
Joanna Wallis
Joanna is a seasoned financial services professional with over 8 years of experience. Recognized for her deep understanding of investment
Nick DiMarco
Nicholas DiMarco brings his extensive experience as a solo practitioner to the forefront of the firm’s tax practice. With a
Nikki Burr
Nikki joined Trivium Point Advisory in February of 2017 as Director of Underwriting on the insurance team, having previously worked
Paul R. Volpe
As a Managing Partner for Trivium Point Advisory, Paul Volpe specializes in financial analysis and research. He manages the firm’s
Stephen Haeckel
As a dedicated Financial Advisor with a passion for helping individuals pursue financial success, Steve brings 20 years of expertise
Tara Cavorti
Tara Cavorti brings a wealth of expertise in the Finance Sector with over 14 years of experience in operations and
Theresa Bockiaro
Theresa brings over 30 years of experience in tax preparation and client tax advisory services, having spent the majority of
