Gina McCormick, CRPC®, FPQP®

Gina McCormick joined Trinity Wealth Management in September 2013 and serves as the Practice Operations Manager, overseeing the firm’s daily operations. She acts as a primary point of contact for client inquiries, delivering timely, accurate, and professional support. Gina partners with advisors and field leadership to drive operational initiatives, enhance team effectiveness, and support positive client outcomes. She is passionate about delivering exceptional client service, supporting advisors, and developing team members.

Gina earned her Bachelor of Science in Management and Marketing from the University of North Carolina at Greensboro.

She is a Chartered Retirement Planning Counselor (CRPC®) and a Financial Paraplanner Qualified Professional (FPQP®) and holds her Series 6, 7, 63, and 66 through LPL Financial, along with Life, Disability, Health, and Long-Term Care insurance licenses.

Outside of work, Gina enjoys being outdoors, traveling, shopping, and spending time with her children, Madison and Cody.