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John M. Scherer, CFP Photo
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John M. Scherer, CFP

Founder

John M. Scherer, CFP

Founder

john@trinfin.com

John is the Principal and founder of Trinity Financial Planning, LLC. He started his financial services career in 1994 as a life insurance agent and later served as a financial planner at a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning. Desiring to offer fee-only advice for a wide range of clientele, he opened Trinity in September 2001 to provide comprehensive, objective consulting to both the wealthy and those building their wealth.

A respected media resource, John has been quoted in numerous local and national publications including Kiplinger's Personal Finance, SmartMoney, BusinessWeek, Wall Street Journal, Chicago Tribune, and Milwaukee Journal-Sentinel. To read more visit our In The News page.

An active volunteer both personally and professionally, John is a founding member and past Chairman of the national board of ACP (the Alliance of Comprehensive Planners), the premier group fee-only planners in the country. On a more local level John currently sits on the Iowa County Deer Advisory Council and the Wisconsin Service Award Board for volunteer firefighters. He is an active volunteer for Special Olympics Wisconsin, serving as an ambassador for their Reveal a Champion program and on the Games Management Team for the Area 6 track and field meet.

He is past-President and active member of the Sauk Trails Optimist Club in Madison and Past-Chair of the Rosenberry Society Advisory Board for United Way of Dane County.  He also coached high school basketball for 16 years in the Madison area.

John lives in Middleton with his wife Alison and young sons Jack and Vince. In his spare time he manages an 80 acre farm, is a motorcycle enthusiast and an avid golfer and hunter.

Pam Hocevar, MBA, EA, RP Photo
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Pam Hocevar, MBA, EA, RP

Client Service and Office Manager

Pam Hocevar, MBA, EA, RP

Client Service and Office Manager

pam@trinfin.com

Pam Hocevar brings a diverse background to Trinity Financial Planning. Along with successfully running her own tax business for nine years, she has also worked in education and training for small and large organizations.

Pam is the primary point of contact for all general client service requests including scheduling.  In addition, she is responsible for all aspects regarding our office. 

Pam graduated from Michigan State University with a B.S. in Psychology. She also earned a MBA from the University of Sarasota and is an Enrolled Agent with the IRS, along with being a Registered Paraplanner and graduate from the College of Financial Planning.  Pam is also an active board member at Pace Center for Girls/Manatee. She is passionate about helping young woman become successful woman.  She is married to Tim; they love travel, camp and back country hiking - really anything that gets them outside and enjoying nature. Pam and Tim split their time between their condos in Middleton, WI and Bradenton, FL---and enjoy both places!

Jessica Robinson Photo
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Jessica Robinson

Paraplanner

Jessica Robinson

Paraplanner

jessica@trinfin.com

Jessica Robinson has focused on comprehensive financial planning and tax preparation as a Paraplanner for fee-only financial advisors since 2000. Her analytical, organizational and research skills help serve clients as part of the Trinity Financial Planning team approach to financial planning. Understanding each individual client and their unique circumstances is what she enjoys most about her career. She takes a personal interest in the success of each client achieving their goals.

 

As Trinity's primary point of contact for Schwab-related requests and financial planning process items, on a daily basis Jessica helps clients answer questions and solve problems in those areas.


Jessica graduated from St. Louis University with a B.S. in Business Administration and a concentration in Finance, and completed the Certified Financial Planners educational curriculum in 2006. She is married and loves to travel to small towns across the U.S to experience the diverse culture of our nation. She has a special interest in adopting rescued shar-peis and enjoys spending time with her current adoptee, Godzilla.