Your Team

We are the people who make Trinity Pension Group truly different. With a combined total of more than 400+ years’ experience in the retirement plan field, we’re professionals who either have the answers or know where to find them. We’d like to offer you a little bit of extraordinary.

“You are always there with answers and have found ways to simplify things for us.”

Leadership Team

 

Tracie Hill

Associate Director of Business Development

ERPA, QPA, APR

As Associate Director of Business Development, Tracie concentrates her marketing efforts by networking and conducting joint meetings with financial advisors, investment recordkeepers, CPA’s and payroll companies. Her primary focus at Trinity is sales, plan design and consulting.

Stacey Edwards

Associate Director of Compliance Operations

QPA, QKC, QKA
Stacey concentrates her management efforts developing processes for efficiency, tracking workflow, and coming up with solutions when issues arise. In addition, Stacey has a caseload of clients that she works directly with. She interacts with financial advisors, CPAs, clients, and vendors daily to assist them with answering retirement plan related questions.
 
 

Duane Williams

Associate Director of Compliance Operations

QPA, QKC, QKA

Duane concentrates his management efforts to help the team provide responsive, efficient and accurate retirement plan services for each client. In addition, Duane also has a caseload of clients that he works directly with. He interacts daily with financial advisors, CPAs, clients, and vendors to provide premier retirement plan services.

Senior Plan Consultants

Melissa Brady QPA, QKC, QKA

Wendy Dixon QPA, QKC, QKA

Janice Fluke QPA, QKC, QKA

Nanette Hutchison QKA

Angela Shanks QPA, QKC, QKA

Plan Consultants

Monnie Biscoe

Meredith Marsack Ehn

Heather Lowe

Jon Petty

Angela M. Seger

Consultant Support

Anita Coggin

Tatum Dixon

Melissa Wagoner

Lana Coleman

Jennifer Jameson

When you partner with Trinity, you’ll have a one-on-one relationship with a consultant who will offer you quick solutions, reliable answers, and proactive planning. We think you’re going to enjoy getting to know us.