Kevin Bergdorf , CPC, QPA
Tom Carline, CPC
Retirement Plan Consultant, Kentucky
Kevin, who has nearly 20 years in the retirement plan industry, launched Trinity Pension Consultants with business partner Anthony Warren in 2006. The goal was to build a firm with a fresh perspective on what financial advisors needed and wanted. Kevin built the successful Cash Balance practice of Trinity, educating Trinity's Retirement Plan Consultants and financial advisors on how to win and retain Cash Balance clients. He also continues to be involved in frontline sales for the company. Kevin’s goal is to grow Trinity through more efficient and profitable systems, and to maintain the balance of company’s employee culture of achievement and family.
Tom has more than 8 years of experience in the retirement plan industry. Prior to this role, he was the relationship manager for Trinity’s defined benefit plans in Columbus. Tom has been with Trinity for 5 years in multiple roles. He is a graduate of The Ohio State University with a bachelor’s degree in Finance. Tom is also a member of the American Society of Pension Professionals.
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