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, CFP®, CRPC®

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.
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Marjorie Wentz, AIF®

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 in order to attract and retain talented employees.
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Julia E. Mann

Julia E. Mann

Operations Manager

Kelly N. Bradley

Kelly N. Bradley

Financial Planning Specialist

John C. Mann, Jr

John C. Mann, Jr

Associate Wealth Advisor

Alyce DiStefano

Alyce DiStefano

Client Relations Specialist

live the life you want to live