TRINITY WELCOMES CORY PFANNER

Please join me in welcoming Cory Pfanner to the Trinity Financial Advisors team.

Cory joins us and fills the newly formed role of Manager of Technology and Administration, where he will be responsible for much of the behind-the-scenes work managing our reporting systems, software tools and compliance documentation. By working collaboratively with our team of advisors, he will guide and support their use of technology systems so they can devote more time to clients and address their needs. 

Prior to joining Trinity, Cory spent nearly a decade with Saint Paul's Outreach, most recently as Director of Regional Administration.  In this role, he managed administrative staff in six regions with an annual administrative budget exceeding $16M, led operations management, process improvements, and provided financial planning and analysis.

Cory brings an entrepreneurial approach to process and growth, coupled with his service mindset, which will be an asset to the Trinity team and our clients.

A graduate of the Max M. Fisher College of Business at The Ohio State University, Cory earned a degree in Business Administration with a concentration in Operations Management. He and his wife, Annie, live near Bexley with their daughter and are eagerly expecting their second child.

We look forward to introducing you to Cory the next time you are in the Trinity offices.