Trinty Financial Services
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Trinity Financial Services, LLC is a national Life Settlement Brokerage Firm that is the choice of many Financial Professionals, and for years has been a source for policy holders to obtain the maximum value from their life insurance policies.

Insurance Brokers, Agents, Estate Planners, and other Financial Professionals look to Trinity Financial Services, LLC to provide the funding and resources to get their clients the maximum value through a life settlement.

If you would like to speak with one of our specialists right now, please call toll free 1-866-870-8746.

Trinity Financial Services, LLC
940 Centre Circle
Suite 3022
Altamonte Springs, FL 32714
Phone:       407-523-1980
Fax:           407-523-1871
Toll Free:    866-870-8746

Managing Partners

Name
E-Mail Address
Extension
Dan Bockhorn dan@trinityfinancialllc.com
213
Greg Scharfeld greg@trinityfinancialllc.com
212
Harry Holan harry@trinityfinancialllc.com
214

 

Director of Sales

Name
E-Mail Address
Extension
Ken Mullen ken@trinityfinancialllc.com
215

 

Compliance Director

Name
E-Mail Address
Extension
Jeanette LaVigne jeanette@trinityfinancialllc.com
222

 

Internal Pricing Analyst

Name
E-Mail Address
Extension
Garett Lipnicky garett@trinityfinancialllc.com
228

 

Senior Account Managers

Name
E-Mail Address
Extension
Chris Norton cnorton@trinityfinancialllc.com
225
Craig Harlow craig@trinityfinancialllc.com
221
Dan Shaw dshaw@trinityfinancialllc.com
227
Grant Shellhammer grant@trinityfinancialllc.com
 
Joel Crews jcrews@trinityfinancialllc.com
230
Paul Medellin paul@trinityfinancialllc.com
224
Rich Scholz rich@trinityfinancialllc.com
216
Thomas Mackay thomas@trinityfinancialllc.com
217
Tod Harris tod@trinityfinancialllc.com
223

 

Administrative Staff

Name
E-Mail Address
Extension
Angie Quinn angie@trinityfinancialllc.com
211
Chelsey Kohler chelsey@trinityfinancialllc.com
210
Patti Hughes phughes@trinityfinancialllc.com
226

 

We look forward to providing the highest offers, quality customer service, and fast turn around time. Fill out the form below to request your FREE information packet.

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Life Settlement News
Trinity Financial Services, LLC has recently released their new and improved Life Settlement Marketing Kit for agents and financial professionals. Request yours today!
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  Click here if you would like further information or life insurance policy evaluation.
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