Carolyn Barbian

Executive Assistant

Carolyn prepares and processes new business applications, prepares client materials for meetings and addresses client service issues to ensure a timely resolution. She also manages the appointment calendar and client correspondence for Rich Trinitapoli and is the Office Manager of the Waukesha office. 

Carolyn has over fifteen years of experience in the financial services industry.



Carolyn Barbian offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Phone 262-522-8458
Fax 262-522-8455