Meet the Team

Over the years, we have found that a team approach is an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. Part of the far-reaching benefits our clients experience is the ability to get opinions from several sources with diverse backgrounds, expertise, and experience.

Advisors

Anthony J. Bonner, AIF^®

Anthony Bonner is the founder and President of Trinitas Planning Group, with more than 25 years of experience helping individuals, families, and business owners navigate key financial decisions. He focuses on delivering clear,...

Eric M. Frantz, AIF®

Eric is a financial professional with over 38 years of experience in the financial services industry. He works with pre-retirees and retirees, helping them develop strategies designed to pursue their financial goals. Eric's approach...

Robert Frank III

Rob is a financial professional who brings analytical rigor and market insight to his work with clients. His approach combines technical expertise with a commitment to helping clients make informed decisions that align with their...

Matthew Blackman

Matthew is an experienced financial professional dedicated to helping clients strengthen their financial strategies and work toward their long-term objectives. Matthew prides himself on serving individuals, families, business owners,...

Scott Lundberg, CFP^®, MBA, RICP^®

Scott Lundberg is a CERTIFIED FINANCIAL PLANNER™ professional with TrinitasPlanning Group, where he provides comprehensive financial planning services to families and small business owners. His practice is built on a foundation of...

David Rubenstein

David is an experienced financial professional with more than 30 years in the industry, working with individuals, families, and business owners to help them navigate complex financial decisions. His practice is grounded in a dedication...

Bob Abraham

Bob brings nearly two decades of financial services experience, working with clients. His approach to financial guidance reflects discipline, patience, and attention to detail, combined with a genuine commitment to helping clients work...

Maria Bonner

Head of Operations

248-963-1154

248-963-1158

maria@trinitaspg.com

Maria is Head of Operations with over 10 years of experience in the financial services industry. Her role focuses on supporting the firm's daily operations and client service functions, with responsibilities that include overseeing...

Hali Anderson

Operations Associate

248-963-1154

248-963-1158

hali@trinitaspg.com

Hali is an operations associate who brings energy and attention to detail to her work supporting the firm's daily operations. With over two years of experience in the financial services industry, she focuses on ensuring smooth...

Nino Palazzolo

Operations Associate

248-963-1154

248-963-1158

nino@trinitaspg.com

Nino is an operations associate with seven years of experience in the financial services industry. His role centers on enhancing the firm's operational efficiency and ensuring seamless client transactions and administrative processes....

Andrew Goodrich

Operations Associate

248-963-1154

248-963-1158

andrew@trinitaspg.com

Andrew is an operations associate who supports the firm's operational efficiency and client service initiatives. His role focuses on ensuring that administrative processes and transactions are handled with care, contributing to the...

Chad L. Carriero

Tax Planning Assistant

248-377-9750

248-963-1158

chad@trinitaspg.com

Chad is a tax and accounting professional with over 25 years of experience helping individuals and businesses navigate tax preparation and accounting services. His practice combines technical expertise with a client-focused approach,...

Dale Ihrie

Estate Planning Assistant

2489631154

2489631158

Dale Ihrie obtained his Bachelor’s degree at Wheaton College (IL) and his law degree at the University of Detroit Mercy. He began his legal career as an attorney with the largest real estate law firm in the nation, anchored in Atlanta,...

David Barker

Tax Planning Assistant

248-377-9750

248-963-1158

dbarker@trinitaspg.com

David is a tax and accounting professional who brings analytical precision and a methodical approach to helping clients navigate their tax preparation and accounting needs. His practice is built on accuracy, thoroughness, and a...

Meet the Team

Advisors

Operations

Professional Services