CONTACT INFORMATION: John W. Wimbiscus Website 312-245-1300 firstname.lastname@example.org
Since 2000, Trinity Financial Advisors has grown to become a financial advisor and resource to a select group of Chicagoland’s (and the country’s) working and retired business executives, healthcare professionals, attorneys and entrepreneurs.
We believe that the best results for our clients come from a good balance of financial planning, tax planning and investment advice. We like to think of ourselves as our clients’ one-stop shop for advice on all financial matters impacting their lives.
We work with clients on various financial matters. These include tax planning, investment management, social security maximization, employee stock compensation issues, employee benefits maximization, retirement income planning (including goals/needs establishment), insurance needs planning, estate planning, education planning, cash management, savings plans and other client specific issues.
John W. Wimbiscus, CFP®, RLP®, NAPFA-Registered Financial Advisor®
John Wimbiscus is Principal of Trinity Financial Advisors, LLC. He earned his Bachelor of Science and Master of Business Administration in Finance from Northern Illinois University. John started his career as a financial advisor in 1985 at Deloitte & Touche, LLP, a Big Four public accounting firm. He continued his career at Ronald Blue & Co., a national fee-only financial advisory firm, where he held the position as Client Manager. Upon leaving this position in 2000, he founded Trinity Financial Advisors, LLC to provide clients with independent and specific investment management and financial planning services. John is a Certified Financial Planner®, NAPFA-Registered Financial Advisor®, and a Registered Life Planner®.