TRIUMPH FINANCIAL

More than being a fiduciary, I believe in the timeless principle known transparency and simplicity: Treat others the way you would want to be treated. This philosophy sets Triumph apart in a world of robo-advisors, online investing and generic advice. I value a prompt and accurate response in a world of a lack of customer service and I seek to do that for all our clients. If our client doesn't feel successful, neither do we. We provide pro bono financial education and motivation through workplace and public financial education workshops, classes and insurance groups and non-profit entities.

Primary location: United States