After practicing law and public accounting for over 13 years, John founded Trinity Portfolio Advisors as a firm that does fee based financial planning and money management. Trinity Portfolio Advisors unique approach to financial planning seeks to align a client’s wealth with their purpose and thereby transform wealth from a potential burden to the blessing it is intended to be. In addition to fee based financial planning and asset management, John spends his professional time helping business owners with succession planning. John and his lifetime partner and wife, Jackie, have two grown children, Laurie Beth, who lives in South Carolina with her husband Daniel, and John Clifton,