OUR TEAM
Supporting your journey to financial independence
WHO WE ARE
Helping you live with financial freedom
We are passionate about helping you find financial peace of mind, so you can live a life full of meaning and purpose. Meet our team of dedicated professionals who work together to help your dreams become a reality, so you can find financial freedom and live the life you want.
J. Charles Mann, CFP® , CRPC®
Marjorie Wentz, AIF®
Julia E. Mann
Kelly N. Catania, CFP®
Justin Wentz, CFP®, AIF®, CRPC®, ChFC®
Ellie Blakey
Hailey Baxendell
J. Charles Mann CFP® , CRPC®
Charlie views money as a powerful tool that, when properly managed, can help anyone achieve financial peace of mind and build lasting wealth. His passion lies in empowering individuals to attain financial freedom, allowing them to focus on what truly matters—living a life filled with meaning and purpose.
With extensive experience and a commitment to lifelong learning, Charlie has crafted a distinctive approach to wealth creation and management. His process is rooted in simple yet enduring principles, that when consistently applied, can unlock the potential for wealth creation while fostering a profound sense of financial tranquility. Achieving these two objectives frees individuals to dedicate themselves to the pursuits that bring genuine fulfillment.
As the President and Senior Wealth Advisor of Trinity Wealth Management, Charlie is instrumental in shaping the company’s strategic vision and direction. He also works directly with clients, guiding them toward financial freedom in alignment with the firm’s mission. Charlie holds the designations of CERTIFIED FINANCIAL PLANNER™ practitioner and CHARTERED RETIREMENT PLANNING COUNSELOR™, is registered as an Investment Adviser Representative, and maintains an insurance license in Pennsylvania.
Charlie resides in Phoenixville with his wife, Marjorie. They are proud parents of four wonderful children and numerous grandchildren. In his personal life, Charlie is actively involved in several Christian ministries and enjoys traveling, playing golf, and spending quality time with his family.
Marjorie Wentz AIF®
Julia E. Mann
As the Operations Manager at Trinity Wealth Management, Julia oversees the daily operations of the firm, ensuring seamless client service and efficient business processes. With a strong focus on technology, she manages all aspects of the firm’s tech infrastructure to optimize workflow and enhance client experiences.
Before joining Trinity Wealth Management, Julia gained diverse experience across various industries, where she developed a solid foundation in customer service and operational efficiency.
Julia holds a degree in Mathematics from the University of Delaware, a testament to her analytical mindset and problem-solving abilities. Beyond the office, Julia enjoys cooking and baking for her friends and family, running, and staying active outdoors with her fiancé Adam and their two dogs. A passionate Philadelphia sports fan, Julia especially loves cheering on the Phillies.
Kelly N. Catania CFP®
Kelly graduated from Temple University and swiftly moved up the ranks at Trinity Wealth, starting as an intern. Along the way, she earned her financial advisor license and the esteemed CERTIFIED FINANCIAL PLANNER™ designation. Kelly has served as a guest speaker at multiple TD Ameritrade events and has had the honor of ringing the NASDAQ closing bell on two occasions, all since joining our team in 2017.
As an advisor, Kelly seeks to help clients find a sense of financial peace, by educating and guiding them toward their goals with expertise and empathy.
In addition to her professional pursuits, Kelly finds joy in reading, dancing, spending quality time with family, and creating wondering memories with her husband David.
Justin Wentz CFP®, AIF®, CRPC®, ChFC®
Justin is a seasoned financial professional with a passion for helping others navigate their financial journeys. He graduated from High Point University in 2017 and began his career at Lincoln Financial Group on the Money Guard Team. There, he developed a solid foundation in financial services that he has continued to build upon.
In 2019, Justin joined Trinity Wealth Management, where he initially collaborated with Marjorie on the Retirement Plan side of the firm. This experience provided him with valuable insights that set the stage for his transition to Wealth Management in 2022. In this role, Justin focuses on crafting personalized financial strategies that meet the unique needs of each client.
Justin’s dedication to his craft is reflected in his impressive credentials. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations, which highlight his commitment to maintaining the highest standards in the industry. He is always eager to learn and grow, ensuring that he stays current with industry trends and best practices to better serve his clients.
When he’s not working, Justin is all about family. He’s married to his wife, Danielle, and together they have two wonderful kids: Cassie, and Jason, with a third on the way! Justin loves staying active, whether he’s working out or enjoying quality time with his family. And when it’s time to unwind, you’ll often find him at the table for a fun board game session, which he finds both challenging and a great way to connect with loved ones.
Ellie Blakey
Ellie is a proud alumna of West Chester University, where she earned her bachelor’s degree in Marketing, graduating Summa Cum Laude. She began her journey with Trinity Wealth Management in September 2020 as an operations intern, later rising to the role of marketing manager. As the first person to hold a dedicated marketing role at the firm, she has been pivotal in crafting a strategic approach that aligns with the company’s core values. Ellie focuses on building authentic connections with clients and highlighting the values that make Trinity Wealth Management unique.
When she’s not working, Ellie finds joy in the little things that matter most—spending quality time with her husband, Greg, and their three children: Audrey, Carter, and Devon. She also loves being outdoors, whether it’s for a hike or simply enjoying nature, and she never misses an opportunity to laugh and unwind with friends.
Hailey Baxendell
Hailey was born and raised in Pittsburgh, PA. She earned her bachelor’s degree from Robert Morris University before relocating to the Philly area with her boyfriend, Chase. Hailey joined our team in 2024 as our Administrative Associate and has seamlessly fit in with the team at Trinity Wealth Management since then.
Outside of work Hailey enjoys traveling, exploring the outdoors, spending time with friends and family, watching movies, and reading. Hailey says that although she’s only been with us for a short amount of time, she felt warmly welcomed and truly at home with the Trinity Wealth Management family.
