628 Green Valley Road, Suite 303, Greensboro, NC 27408
Managing Partner
336-814-3322
336-814-3196
peter.lamuraglia@trinitywealthmgt.com
James Wilkie, CFP®, CHFC®
336-814-3328
james.wilkie@trinitywealthmgt.com
Dan Boone, CFP®, CRPC®*, CLU®, CAIA™
336-814-3330
daniel.boone@trinitywealthmgt.com
David Wise, CFP®, CLU® CHFC® MSFS®
336-252-3501
david.wise@trinitywealthmgt.com
Gina McCormick, CRPC®, FPQP®
Operations Manager
336-814-3333
gina.mccormick@trinitywealthmgt.com
Chris Spaugh, CFP®
Director of Financial Planning
336-814-3324
chris.spaugh@trinitywealthmgt.com
Associate Advisor
336-814-3326
craig.forys@trinitywealthmgt.com
Office Manager, Technology Director
336-252-3502
mike.prescott@trinitywealthmgt.com
Client Services, Event Coordinator
336-252-3503
vicki.schmidt@trinitywealthmgt.com
Associate Wealth Advisor
336-252-3505
michelle.myers@trinitywealthmgt.com
Client Services Associate
336-252-3500
ethan.gephardt@trinitywealthmgt.com
336-814-3323
sam.audet@trinitywealthmgt.com
