Peter Horn
Peter is a seasoned tax professional with 5 years of experience in tax planning, compliance & advisory services for high-wealth […]
Team Members
Post Type Description
David Halper
Wealth Management is a process and a partnership built on trust and integrity. In his role as Managing Partner at
Tristan Arjavich
Tristan Arjavich joined the firm in July 2025 and brings three years of tax experience working with ultra-high net worth
Eric Stage
Eric joined Trivium in November 2024, and will be managing our remote tax preparation team and efforts. He has over
Nick DiMarco
Nicholas DiMarco brings his extensive experience as a solo practitioner to the forefront of the firm’s tax practice. With a
Lee S. Rawiszer
As an independent financial advisor and Managing Partner at Trivium Point Advisory, Lee believes that financial planning is a process
Cole Conrad
Cole Conrad is the Managing Director of Operations at Trivium Point Advisory, where he plays a pivotal role in the
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.
Flora Mustafaj
Flora joined the Trivium Point team in 2023. She graduated from Sacred Heart University with a major in finance. Since,
