John Chalk, Jr., CPA, JD, CFP®, ChSNC
Prior to forming the Registered Investment Advisory firm of Trinity Portfolio Advisors, John and his former partner, Dee Wayne Cullum, founded Chalk, Cullum and Associates. John was a partner of the Fort Worth law firm of Whitaker, Chalk, Swindle & Sawyer, LLP representing individuals and business owners, with issues of succession, structure and tax reduction strategies. His passion is to help people align their wealth with their values, and thus further their purpose in life.
John and his wife, Jackie, have two grown children, one married, one engaged, and when football season comes around, you can find them on the home side of all the Clemson University games.
Abilene Christian University (B.A., Accounting, 1986), Certified Public Accountant, Texas, 1988, University of Texas (J.D., 1991)
jachalk@trinityportfolio.com
Jeff McCain
Prior to joining Chalk, Cullum & Associates, 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, 1988)
jeff@trinityportfolio.com