Tiffany Taylor
Prior to Trinity Portfolio Advisors, Tiffany worked as a Financial Advisor at Merrill Lynch. Tiffany works closely with a client's financial, tax and legal experts to help solve highly complex financial issues unique to high net worth clients. Tiffany has helped a number of high net worth families establish their goals and implement succession strategies to enrich the financial legacy they plan to leave behind. Through fee-based financial planning and risk-conscious wealth management, Tiffany has been able to help many families gain the knowledge they need to attain the peace of mind they deserve.
Southern Methodist University (B.B.A., Finance, 2005)
tiffany@trinityportfolio.com
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 Public Accounting, Commercial Lending, University Lecturer and Financial Planning.
Wichita State University (B.B.A., Accounting 2001), (M.B.A., 2003), Certified Public Accountant, Kansas, 2003, Texas, 2010
annette@trinityportfolio.com