Danny Fontana

Senior Partner

dfontana
@triunecapital.com

 

704 714-2200

Dick Tomlinson

Managing Partner

dtomlinson @triunecapital.com

 

704 714-2212

Bob Fontana

Chief Financial Officer

bfontana
@triunecapital.com

 

704 714-2200

 		  

Mike Bernadino

Managing Partner

mbernadino
@triunecapital.com

 

704 714-2200

Richard Yercheck

Partner

ryercheck
@triunecapital.com

 

704 714-2220

Katrina Hayes, CFP®

Partner

khayes
@triunecapital.com

 

704 714-2222

Morris Bell

Partner

mbell
@triunecapital.com

 

704 714-2225

Shaun Moynihan

Partner

smoynihan
@triunecapital.com

 

704 714-2210

Charles D. Roberts, Jr.

Financial Advisor

croberts
@triunecapital.com

 

704 714-2227

 

John Cervantes.

Financial Advisor

jcervantes
@triunecapital.com

 

704 714-2226

 

Todd Rose

Financial Advisor

trose
@triunecapital.com

 

704 714-2213

 

David Lentz

Financial Advisor

dlentz
@triunecapital.com

 

704 714-2211

 

 

Jason Craig

Vice President of Compliance & Operations

jcraig
@triunecapital.com

 

704 714-2202

 

      

Rebekah Polyzos

Senior Sales Assistant

rpolyzos @triunecapital.com

 

704 714-2217

 

Edna Sherer

Receptionist / Junior Sales Assistant

Esherer @triunecapital.com

 

704 714-2200

 

Patricia Harrity

Team Leader

pharrity @triunecapital.com

 

704 714-2224

  

Kiki Schade

Junior Sales Assistant

kschade @triunecapital.com

 

704 714-2215

 

At Triune Capital Advisors, we pledge to all of our clients that all of the financial decisions contemplated by our advisors will be made always with your best interest in mind. The financial planning process needs to be deliberate, informative, and intensive. Success in the financial marketplace does not come from chance speculation. It comes from the diligent application of well-thought-out strategies that offer solutions to complex financial problems. We welcome you to Triune Capital Advisors, LLC and look forward to a long and prosperous relationship!