wiseradvisor

John Wimbiscus
Trinity Financial Advisors, LLC

Tel: (312) 245-1300
541 N. Fairbanks Court, Suite 1060
Suite 1060
Chicago, IL 60611

About Trinity Financial Advisors, LLC

Trinity Financial Advisors is a fee-only financial planning and
investment management firm. We provide financial planning and
investment management services on a fee-only basis that is not
contingent on the purchase or sale of any financial product.
Therefore, we maintain total objectivity and suggest the course
of action that is best for you.

Our business philosophy is based on objectivity, fairness, full
disclosure, confidentiality, integrity, honesty and
professionalism. We measure investment performance against the
proper benchmark and monitor and report performance on a semi-
annual basis.

Through our comprehensive planning process, we get a precise
view of your entire financial picture. Then, with all of the
information at hand, we recommend a plan and investment strategy
custom-tailored to your needs.


John Wimbiscus

John Wimbiscus

John began his career as a financial advisor with The AYCO
Corporation, the largest provider of executive financial
counseling services to Fortune 500 companies. He then served
eleven years with Deloitte & Touche, a Big Four public
accounting firm where he provided counseling services to
corporate executives and other high net worth individuals.
Before founding Trinity Financial Advisors, LLC in late 1999,
John spent four years at Ronald Blue & Co., a national fee-only
financial advisory firm. He earned his Bachelor of Science in
Finance degree and Master of Business Administration (Finance
concentration) degree from Northern Illinois University. John is
a CERTIFIED FINANCIAL PLANNER professional and a NAPFA®
Registered Financial Advisor.

My Team

Ellen L.  Dowling
Ellen L. Dowling Financial Advisor
Ellen joined Trinity Financial Advisors in September 2004. Prior to joining Trinity, she was a financial planner with Personal Financial Planning, Inc., a Deerfield-based comprehensive financial planning firm. Ellen spent most of her career with Ameritech, primarily in corporate finance and human resource positions. Her final years at Ameritech were in executive compensation and benefits. Ellen earned her Bachelor of Science degree in Finance at DePaul University. She is a CERTIFIED ...more

Nancy Ladd
Nancy Ladd Financial Advisor
Nancy joined the Trinity Financial Advisors team in 2007. Prior to joining Trinity, she was a financial advisor with an independent financial planning firm specializing in comprehensive financial planning for high net worth university professionals. Nancy spent most of her career at the Harris Bank working in their financial planning department. She earned her Bachelor’s degree from DePaul University and her M.B.A. in Financial Planning from St. Xavier University. She is also a CERTI ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM

Compensation Arrangements

Check