Meet Anthony Warren, the visionary Owner of Trinity Pension Consultants, whose journey with the company began on its very inception, March 15, 2006. Alongside Kevin Bergdorf, Anthony laid the foundation of their business in his basement in Akron, Ohio, marking the genesis of a venture that would evolve into Trinity Pension Consultants.
Anthony's embarkation into the retirement plan industry commenced in the early 2000s at a prominent national recordkeeping firm. His career trajectory led him to a local Third Party Administrator (TPA), where he found his niche, excelling in aiding Financial Advisors with plan design and delivering compelling point-of-sale presentations.
Anthony resides in Cuyahoga Falls with his wife, three children, and beloved dog, #Pupperz. He cherishes spending quality time outdoors with his family, cultivating a balance between work and personal life.
On a daily basis, Anthony assumes a pivotal role, steering the Executive Team, making strategic decisions, and overseeing the recruitment of the skilled personnel essential to achieving Trinity's goals. With an unwavering commitment to navigating the challenges of today's high-pressure marketplace, Anthony endeavors to unravel the secrets that empower Financial Advisors to secure new retirement assets.
Beyond business strategy, Anthony is dedicated to fostering an office culture that stimulates employees intellectually, socially, and emotionally. He firmly believes that a dynamic workplace will position Trinity as an indispensable partner for Financial Advisors seeking excellence and innovation in the ever-evolving landscape of retirement planning.
