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Trinity Financial Planning


Financial Advisors

About Us

Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance.


Associate Financial Planner
Category: Financial Services
Serve as an Associate Financial Planner providing technical financial planning and investment management support services under the guidance and direction of the company owner and related senior staff.  Performance as a problem-solver through research and fact finding, follow through, and attention to detail are important.  Must be a quick starter and execute professional communications. Duties more
Contact: Alison Scherer
Phone:(608) 999-4049
Fax:(608) 665-1728

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