Call to set up a Complimentary
Retirement Consultation

We offer a complimentary, no obligation review. Even if you already have a financial planner or stock broker who already advises you, we would like you to consider sitting down with Trinity Financial.

We would be glad to provide you with a complimentary review of your existing RETIREMENT PLAN and perhaps make some suggestions on how you can develop a stronger DEFENSIVE RETIREMENT PLAN.

Usually our consultation takes only about an hour. If some of our suggestions make sense, you can then better decide how we can be of further service.

James R. Hicks CFP

LPL Registered Principal

James R. Hicks received his Certified Financial Planner CFP designation in 1982 from the international Board of Standards and Practices for Certified Financial Planners, after successfully completing his course of study from the College for Financial Planning in Denver, Colorado.

In June of 1985, Jim served as adjunct faculty for the College of Financial Planning. Jim is a veteran and served in the United States Coast Guard, including a tour of duty in Vietnam, and was also a Detroit Police Officer for 5 years while attending college.

Jim is a member and past president of the Detroit chapter of Legatus, is a current member of the Board of Directors for Michigan Catholic Radio and was a past director of the Lennon Pregnancy Center. Jim and his wife Jacqueline are active parishioners of St. Hugo of the Hills, in Bloomfield Hills, MI.

LPL Financial

Jim offers clients an unbiased approach to planning and investing through LPL Financial. The independence of LPL Financial is demonstrated by the fact that LPL Financial does not develop its own investment products enabling Jim to offer truly objective advice.

In providing investment advice and financial services to individuals and businesses in Southeastern Michigan and the surrounding area since 1975, Jim's goal is to build long-term relationships with clients to help them succeed financially.


 

Jeffrey R. Guella MBA, CFP®, CRPS®, AIF®

LPL Registered Principal

Jeff Guella is one of the two advisors at Trinity Financial Services and also owns Applied Benefit Strategies. He was born on August 16, 1967 in Parma, Ohio. He has been married to Martha Guella for 17 years and currently lives in Lake Orion, Michigan with his two sons Christian, age 14 and Matthew, age 11. In 1989, Jeff graduated from Worcester Polytechnic Institute with a Bachelor of Science degree in Chemical Engineering. Additionally, in 2002 he completed his Masters of Business Administration graduating with High Honors from the Executive program at the University of Houston. Jeff worked for 15 years for Dow Chemical, a Fortune 50 company beginning in engineering and working his way through manufacturing, sales, finance, marketing, global business strategy and business management. Before joining Applied Benefit Strategies he also spent six months at a startup company as an Executive Business Director. Jeff attends St. Joseph’s of Lake Orion and chairs their annual golf outing.

 

Michael Spiro CRPS®

Operations Manager

Mike Spiro graduated from Oakland University in Rochester Hills where he received his BA in Political Science. He is an LPL registered representative and is certified as a Chartered Retirement Plan Specialist. Mike is married, has a daughter, two dogs and lives in Clarkston. In his free time he enjoys spending time with his family, watching Detroit sports teams and golf.

 

 

 

More about LPL

Reflect Your Faith and Values in Your Investments

One of the most common concerns regarding values-based investing is the misconception that investments based on moral principles do not perform well. Nothing could be further from the truth. Morally responsible investing is competitive with the S & P 500.

"But seek first his kingdom and his righteousness, and all these things will be yours as well" Matthew 6:33

More and more people are moving to values-based investing and aligning their spiritual values with their financial investments.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with residents of states in which we are licensed.

The financial professionals of Trinity Financial Services are licensed to do business in the following states: Arizona, Florida, Georgia, Indiana, Michigan, North Carolina, Ohio, Pennsylvania, and South Carolina.