John Chalk, Jr., CPA, JD, CFP®, ChSNC
After practicing law and public accounting for over 13 years, John founded Trinity Portfolio Advisors as a firm that does fee based financial planning and money management. Trinity Portfolio Advisors unique approach to financial planning seeks to align a client’s wealth with their purpose and thereby transform wealth from a potential burden to the blessing it is intended to be. In addition to fee based financial planning and asset management, John spends his professional time helping business owners with succession planning.
John and his lifetime partner and wife, Jackie, have two grown children, Laurie Beth, who lives in South Carolina with her husband Daniel, and John Clifton, who lives in Alabama with his wife, Kelsey.
Abilene Christian University B.A., Accounting
Certified Public Accountant, Texas
University of Texas J.D.
Aaron Estrada
Aaron is dedicated to providing comprehensive, objective financial advice to his clients. He works with affluent families, small business owners and successful professionals. Aaron brings a unique blend of strong business acumen and risk management skills in helping his clients achieve their long-term goals. Aaron seeks to help his clients build real wealth that is not focused solely on dollars and cents. By providing the experience needed to efficiently manage a client’s overall financial picture, Aaron is able to free up his clients' time to pursue the truly meaningful things in life. Whether that means spending more quality time with their spouse or children, focusing on personal or career growth or even engaging in their favorite hobbies, a client’s true wealth comes from being able to spend their valuable time doing the things they were meant to do, not worrying about their financial future. Aaron is committed to being a trusted advisor that helps his clients and their families experience true wealth.
University of Texas at Arlington B.S., Kinesiology
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Annette Hamil, MBA, CPA
Annette combines her passion for the veterinary and pet industry and her financial background as the core of her personal practice. She specializes in advising veterinarians on the unique opportunities and financial requirements of today's modern small animal practices. Annette quite literally 'grew up' in the pet industry. From an early age, through the lens of her family's business, Annette was able to see and experience firsthand America's billion-dollar veterinary and pet industry. Her professional career has spanned from Public Accounting, Commercial Lending, University Lecturer and Financial Planning.
Wichita State University B.B.A., Accounting; M.B.A.
Certified Public Accountant, Kansas, Texas
Max May
Max is best identified as a follower of Jesus, husband to Georgia, and a friend to many. On a mission to help individuals and families live out their purpose, Max has built his practice on that very foundation.
Max specializes in retirement, estate, and tax planning strategies for individuals, business owners, real estate investors, and their families.
He and his wife, Georgia, live in the DFW area, where they enjoy traveling, playing games with friends, and spending time with their dogs.
Clemson University B.S., Marketing
Jeff McCain
Prior to joining Trinity Portfolio, Jeff was a client of the firm. He purchased, re-engineered, and in 2006 successfully sold his third-generation Fort Worth business. Jeff brings broad understanding and expertise to the issues and challenges facing business owners and partners in professional practices. Drawing on his experience, Jeff enjoys developing advanced strategies to help clients protect their wealth and reach their financial goals. He is especially passionate about helping families with business succession strategies, sales and acquisitions, investments, and tactical qualified retirement plans.
Jeff and his wife, Devon, have two grown children and enjoy traveling and watching TCU football in the fall.
Texas Christian University B.B.A., Finance
Matthew J. Oberst
Prior to joining the Registered Investment Advisory firm of Trinity Portfolio Advisors, Matt was affiliated with MassMutual as a Financial Advisor. Matt has been in the financial services industry for 35+ years, ever since his internship with MONY, during college, in 1985. After graduation, before joining MassMutual, Matt was a Financial Advisor with MONY Financial Services for 20 years. He has been assisting individuals and business owners, with their investments, retirement planning and insurance throughout his career. He enjoys helping people with their financial objectives, planning and goals. Matt and his wife, Robin, have three grown children.
University of Dayton B.A., Marketing
Gary Vogel
Gary has been in the financial industry for 30 plus years and his expertise has been sought after by business owners and individuals in the Waco area time and again. Gary’s practice focus ranges from insurance to indexed annuities for individuals and business owners.
Texas A&M University, BBA, Finance
Morgan Webb, CFP®, CFS, EA
As a Financial Advisor, Morgan has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, Morgan continues to look for creative, new approaches for wealth accumulation, retirement planning, education savings, guaranteed income and asset protection using life insurance and long-term care strategies.
University of North Texas, BBA, Marketing
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Joe Wylie, CPA
Joe has been serving individuals and businesses in various financial capacities since beginning a career in public accounting in Oklahoma City in 1975. He has worked as the head of the tax department for an oil and gas company and the head of a bank trust department. Taking advantage of his varied financial experiences, he has served with Trinity Portfolio Advisors, LLC, as a Registered Investment Advisor since its inception in 2009. Joe and his wife Karen have five children and seven grandchildren.
University of Oklahoma B.B.A., Accounting
Certified Public Accountant, Texas