Trinity Financial Advisors LLC

Christen Biddlestone is a financial advisor at Trinity Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Trinity, Christen worked at Maxtown Medical Corp, Nationwide Insurance, and Diamond Hill Capital Management. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing business-related financial planning and consulting. The firm manages approximately $670 million across about 208 client relationships, offering customized portfolios and ongoing monitoring through platforms such as eMoney and Addepar.

Anthony Calvino is a financial advisor at Trinity Financial Advisors LLC in Columbus, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Damascus Catholic Mission Campus and Waldron Private Wealth. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, employing a customized investment approach that includes exchange-listed securities, mutual funds, bonds, and ETFs with ongoing monitoring and rebalancing.

Joshua Shaffer is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Trinity Financial Advisors LLC. He has worked at multiple firms, including BXE Capital and Whitney Peak Capital, before joining Trinity. Trinity Financial Advisors LLC is a team-based firm serving individuals, high-net-worth clients, and businesses with customized portfolio management and financial planning. The firm manages approximately $670 million across over 200 client relationships, utilizing platforms such as eMoney and Addepar for portfolio monitoring and reporting.

Benjamin Hartings is a CFP® with seven years of industry experience, currently serving as an advisor at Trinity Financial Advisors LLC since 2018. He previously worked at SDG Reserve, Inc. and First Merchants Corporation. Hartings holds Series 63 and Series 65 licenses. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm provides customized asset allocation and financial planning services, utilizing a range of investment strategies and platforms to meet client objectives.

Geoffrey Biehn is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Trinity Financial Advisors LLC since 2005. Trinity Financial Advisors LLC is a fee-only advisory firm managing approximately $580 million for around 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, with a focus on customized asset allocations using a variety of investment strategies and securities.

Kristina Green is a financial advisor at Trinity Financial Advisors LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is involved in real estate property management through GAJL Real Estate Investments, LLC. Trinity Financial Advisors LLC serves individuals and high-net-worth clients as well as business entities, offering customized portfolio management and business-related financial planning. The firm manages approximately $670 million across a five-advisor team, utilizing platforms like eMoney and Addepar to provide ongoing portfolio monitoring and reporting.