Our Team

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Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey R. Guella, CFP®

Jeffrey R. Guella, CFP®

Registered Principal

248-454-1991

jguella@trinityfinancial.services

Christian Guella, CFP®

Christian Guella, CFP®

Advisor

248-454-1991

cguella@trinityfinancial.services

Michael Wertheimer

Michael Wertheimer

Business Consultant

Martha Guella

Martha Guella

Marketing Director

248-454-1991

mguella@trinityfinancial.services

Jenny Lyon

Jenny Lyon

Administrative Assistant