Our Team

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

J. Charles Mann, CFP®, CRPC®

President & Sr. Wealth Advisor

Charlie believes that money is a tool that can be used by anyone to create wealth and have financial peace of mind. He is passionate about helping people become financially free so they can pursue a life full of meaning and purpose.

Through years of experience and education, Charlie has developed a unique process to create and manage wealth using simple, but timeless principles. Many of these principles conflict with today”s culture, yet when applied over time, they can help you harness the power of wealth creation while maintaining a sense of financial peace. When these two goals are accomplished, you become free to pursue the areas of your life that bring true meaning and purpose.

Charlie is the company’s President and Sr. Wealth Advisor. He is responsible for creating the strategic vision and direction for the company, as well as working with individual clients to bring about the mission of helping people become financially free. Charlie is a CERTIFIED FINANCIAL PLANNER™ practitioner and a CHARTERED RETIREMENT PLANNING COUNSELOR™ designee. He is registered as an Investment Adviser Representative and holds an insurance license in Pennsylvania.

Charlie lives in Phoenixville with his wife Marjorie. They have four wonderful children and one beautiful grandchild. He is active in several Christian ministries and enjoys traveling and spending time with his family.

Marjorie Wentz

Marjorie Wentz, AIF®

Retirement Plan Advisor

Marjorie joined Trinity Wealth Management in February, 2014 as an Investment Adviser Representative after selling her custom sign business. She has a passion for helping people and joined Trinity Wealth Management to help other entrepreneurs plan for retirement and maximize their tax-deferred savings through company sponsored retirement plans. Marjorie works with businesses to develop, administer and monitor retirement plan solutions to attract and retain talented employees.

Marjorie”s desire to help people extends beyond her vocation, as she strives to give back to her community. She has been a Rotarian since 2005, she sits on Executive Board of the Greater West Chester Chamber of Commerce and she is a founding member of a local philanthropic group called 100+ Women Who Care Chester County. You can see more about her community involvement in the Giving Back section of the website.

Marjorie grew up in Stroudsburg, Pennsylvania and graduated from Wake Forest University in 1987 with a BS in Business. She lives in Phoenixville with her husband Charlie and enjoys tennis, running, traveling and spending time with their four children and one grandchild.

Julia E. Mann

Julia E. Mann

Operations Manager

Kelly N. Bradley

Kelly N. Bradley

Associate Wealth Advisor

John C. Mann, Jr

John C. Mann, Jr

Associate Wealth Advisor

Alyce DiStefano

Alyce DiStefano

Client Relations Specialist

Justin Wentz

Justin Wentz

Retirement Plan Advisor

Live The Life You Want To Live