Welcome to Triumph
Our team lives out a culture of dignity, love, and relentless excellence while drawing on the interdisciplinary expertise of CFP®, CPA, CPWA®, CAP®, CFA, and JD professionals. With decades of collective experience in investment, estate, and succession planning, we transform complexity into clear strategies that protect what you’ve built and propel your legacy forward.
Through our relationship with WestPoint Financial Group, we have access to the following additional resources:
David Brennan
Chief Investment Officer
MBA | CFA®
David Brennan
Chief Investment Officer
MBA | CFA®
Daniel Baldwin
Director of Financial Planning
CFP™ | CLU®
Daniel Baldwin
Director of Financial Planning
CFP™ | CLU®
