TRINITY WEALTH MANAGEMENT - Key Persons
Adam Parks is the founder of Trinity Wealth Management Group, established in 2015 as an alternative to conventional financial firms. Committed to providing personalized, fiduciary-focused wealth management, Adam leads a team dedicated to delivering independent, objective, and fee-based advice. Partnering with Cambridge Investment Research, an acclaimed broker-dealer, he ensures clients receive honest recommendations prioritizing their interests over corporate gain.
In his role as an Investment Advisor Representative and Accredited Investment Fiduciary AIF®, Adam upholds a higher standard, consistently placing the client's well-being ahead of his own. Holding Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses, he combines academic proficiency-an Economics Major at Western Illinois University and a graduate of Judson University-with comprehensive financial expertise.
Adam's commitment to service extends beyond finance. As a six-year U.S. Army Veteran (1992-1998) and an instructor at the University of South Florida (USF), he exemplifies both leadership and dedication. Adam has played pivotal roles on various Executive Boards, including the Naperville, Illinois Chamber of Commerce, and served as the lead Ambassador for Blessings in a Backpack, an initiative addressing child hunger. A Paul Harris Rotary member, he earned the title of "Rookie Rotarian of the Year 2013".
Previously voted "Best Investment Advisor" by Naperville Magazine (2013-2015) and "Best in the Bay" top 10 Financial Advisors (2021, 2023) Adam has continued his community involvement since relocating to Tampa in 2015. He assumed the role of President in his Business Networking International group in Lutz, FL, and spearheads philanthropic endeavors, hosting fundraising events for childhood cancer research.
Specializing in assisting business owners and entrepreneurs, Adam establishes profound connections with clients and their families. By understanding their values, he helps them set meaningful goals and develops comprehensive financial plans aligned with their objectives.
Outside of his professional endeavors, Adam, a family man married with two daughters, enjoys exploring Florida's attractions with his loved ones. His downtime is spent traveling, boating, and indulging in his passion for Reggae music, which he combines with his retirement planning expertise to assist musicians in preparing for their financial futures. He started "Reggae2Retire" in 2022. Www.Reggae2Retire.com
Job Titles:
- Executive Assistant
- in 2023 As the New Business Development Coordinator
Corina Hill joined Trinity Wealth Management in 2023 as the New Business Development Coordinator, supporting Kim Holland's clientele. A graduate of the University of South Florida in Tampa, Corina holds a bachelor's degree in business administration, complemented by a teaching certification from East Carolina University in Greenville, North Carolina.
Her expertise extends across various domains, including tax preparation and planning for small businesses and individuals, honed through her experience in accounting. Despite hailing from the small town of Perry, Florida, Corina has accumulated a wealth of professional experience in major cities such as Tampa, Atlanta, Charlotte, and Tallahassee, working for Fortune 500 companies.
With a diverse career background spanning accounting, IT, social media marketing/branding, and client management services, Corina has collaborated with esteemed firms such as KPMG Peat Marwick and the Florida Department of Revenue Service. Her roles have ranged from corporate event planning to educator, trainer, facilitator, and information services specialist, notably advocating for the Florida Hospital System.
Corina's passion for service is evident in her involvement with her local Christian church in Perry, where she actively contributes. Outside of work, she finds joy in nature, camping, and traveling to outdoor destinations, appreciating the beauty of creation. As a mother of two adult sons residing in Tampa and a grandmother of five, she remains active and youthful. Her love for animals extends to rescuing dogs and cats, exemplified by the three rescued dogs who have found their forever home with her on her small ranch on the outskirts of town.
Gina Parks is a highly accomplished professional who brought her wealth of experience to our firm in 2023. With a career spanning over three decades, Gina's journey is characterized by a seamless transition from a dedicated 22-year tenure in elementary education to a proficient 8-year role as a compliance analyst in the corporate sector.
Hailing from Dixon, Illinois, Gina's Midwest roots are emblematic of her strong work ethic and unwavering commitment to excellence. She laid the groundwork for her career by earning a Bachelor's degree from Western Illinois University, acquiring a comprehensive understanding of education's foundational principles.
Gina Parks is a testament to the invaluable fusion of diverse experiences, educational expertise, and corporate finesse, making her an indispensable asset to our organization.
Jesse Cordoba joined Trinity Wealth Management Group in April 2022. Originally from the outskirts of Chicago, Illinois, Jesse relocated to Tampa in 2019, seeking new opportunities to make a positive impact in the financial industry. Driven by a genuine passion for empowering individuals through financial education, he was inspired to become a financial advisor.
Jesse began his professional career in real estate, where he quickly distinguished himself as a knowledgeable and client focused professional. His experience in real estate provided him a deep understanding of financial matters and a keen insight into economic factors influencing investment decisions. Recognizing the symbiotic relationship between real estate and finance, Jesse was motivated by a desire to expand his ability to assist others in achieving financial security. His background uniquely positions himself to offer comprehensive financial advice, considering both traditional investments and real estate portfolios.
Armed with a relentless pursuit of excellence, Jesse has achieved significant milestones in his financial career. He holds a life and health license, demonstrating his commitment to comprehensive financial well-being. Additionally, he has earned his Series 7, General Securities Representative License, showcasing his proficiency in a wide range of investment products and services. Furthermore, Jesse also holds his Series 66, Uniform Combined State Law License, further solidifying his dedication to staying at the forefront of industry regulations and practices.
In addition to his financial credentials, Jesse is a Florida Notary Public, maintaining the highest standards of professionalism and ethical conduct in his practice.
Beyond his professional pursuits, Jesse is a devoted Brazilian Jiu- Jitsu and Muay Thai practitioner. These disciplines reflect his discipline, focus, and commitment to personal growth- qualities that undoubtedly spill over into his professional life.
Jesse is not only committed to personal and professional growth but also to making a positive impact in his community. Particularly passionate about empowering the Hispanic community and fostering the growth of small business owners. Jesse is an active member of Business Network International (BNI), Palm Harbor Chamber of Commerce and The Hispanic Chamber of Commerce of Tampa Bay. He is also a proud member of the Financial Services Institute. These affiliations reflect his dedication to creating meaningful connections, driving economic development, and ensuring that everyone in his community can thrive financially.
Kristine Menko is a seasoned professional in the financial services industry, serving as a licensed Client Service Advisor with certifications including Series 7, Series 66, and the 215 Life and Health Insurance license. With an impressive tenure of 24 years in the field, Kristine brings a wealth of knowledge and expertise to her role.
In 2024, Kristine made the strategic decision to join Trinity Wealth Management Group, where she continues to excel in her commitment to providing exceptional service and guidance to her clients. Her extensive experience allows her to navigate complex financial landscapes with precision and insight, ensuring that each client receives tailored solutions to meet their unique needs and goals.
Kristine's dedication to her profession is evident in her meticulous attention to detail and her unwavering commitment to client satisfaction. She prides herself on building long-lasting relationships based on trust, integrity, and transparency, and she remains steadfast in her mission to empower her clients to achieve financial success.
Outside of her professional endeavors, Kristine enjoys spending time with her friends and family and pursuing her passions, which include traveling, hiking, and exploring new culinary experiences. Her adventurous spirit and zest for life are reflected in her approach to both work and leisure, making her a valued asset to the Trinity Wealth Management team.
Job Titles:
- Member of the Investment Committee
- Financial Professional
Matt is a highly regarded Financial Professional who joined Trinity Wealth Management Group in 2020, bringing extensive expertise and a proven track record in the financial services industry.
Originally hailing from Buffalo, NY, Matt relocated to Pasco County in 1992 and has called Palm Harbor his home since 2002. With over two decades of experience, Matt has built his career in the Financial Services Industry. He is well-versed in a wide range of financial products designed to help clients achieve their unique financial goals, including Life insurance, Disability insurance, Long-term care insurance, and diverse investment vehicles.
As a valued member of the investment committee at Trinity Wealth Management, Matt actively contributes to the strategic decision-making process, leveraging his deep understanding of risk management and insurance solutions. His keen insights and analytical acumen play a vital role in shaping the firm's investment strategies.
Committed to making a positive impact beyond his professional endeavors, Matt has been actively engaged in his community. He previously served on the Board of Directors for the Pasco County United Way, as well as The Deaf and Hard of Hearing Association. Additionally, he contributed his financial expertise as a member of the Finance Committee for the Pasco County United Way.
Job Titles:
- Client Service Manager With Cambridge Investment Research
Nicole has been a Client Service Manager with Cambridge Investment Research since 2022. She joined Trinity Wealth Management in October 2023 and reports directly to Kim Holland and her practice within our firm.
Nicole holds her Associate in Business Administration, a graduate of The Minnesota School of Business.
Nicole brings 12 years of experience in various roles within the financial services industries. She worked directly with one of the Largest Mutual Fund Companies, American Funds for 10 of those 12 years. Nicole's decade-plus acumen in the securities brokerage arena has provided a value-add offering to our Firm and our clientele.
Nicole is a Minnesota native having grown up in Central MN. In her free time Nicole can be found cheering on her sons at their various sporting events, attending her local church, while organizing/volunteering within her congregation. She is passionate and committed to helping people in all areas and walks of life.
Terri joined our team in 2005 as an executive assistant. Since that time, Terri has skillfully managed administrative duties, technical support, and client relations for our firm. One of Terri's many goals is to always focus on ways to enhance our client's experience using technology to improve efficiency. Terri has lived in Tampa most of her life and has two sons that also reside in Tampa.