Trinity Financial Planning’s founder, John Scherer, established his firm in 2001
with the core values of:
- Serving as a fee-only fiduciary – meaning the client’s best interests come first
- Comprehensive financial planning – services offer advice on investments, insurance, tax, retirement, estate planning, and other critical issues
- Integrity – honest treatment of clients and treating people with respect
- Charitable – having an attitude of gratitude
As a team of professionals, we work in a collaborative approach to ensure meaningful and valuable relationships are developed with our clients. Our goal is to improve the lives of clients through comprehensive planning and allow them to take control of their financial future.
Our clients further benefit by working with Trinity Financial Planning as a local partner with deep national resources. We are members of several national organizations including the Alliance of Comprehensive Planners (ACP) which is focused on helping clients evaluate and address financial planning issues in an integrated fashion. We also maintain the fiduciary oath of the National Association of Personal Financial Advisors (NAPFA).
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.
Nick is an Financial Planner who works closely with the Principal and Founder of Trinity Financial Planning to ensure that all our clients get the comprehensive, objective, and holistic fee-only advice they seek. With over a decade of industry experience and a master’s degree in financial planning, Nick is confident that the fee-only financial planning experience offered at Trinity Financial Planning is an industry leader. 
Alison serves as the part-time Director of Operations for Trinity Financial Planning. In this role she oversees internal operations, supports compliance functions, and manages human resources (HR) matters for the organization. Alison previously worked for the State of Wisconsin in the human resources field, including over twenty years as an HR Manager, before taking an early retirement.