With a focus on building strong partnerships, Anthony is dedicated to helping his team become the go-to Third Party Administrator (TPA) partner for advisors across the Midwest and beyond. Throughout his career, Anthony has lived and worked in both Ohio and Michigan, building a reputation as a trusted advisor and a leader in the field of retirement plan sales.
Anthony leverages his extensive knowledge and experience to lead and support his sales team in their efforts to provide the highest level of service to financial advisors and their clients. He has spent the past 20 plus years partnering with financial advisors across the Midwest in winning retirement plan business and has held sales roles with several of the industry’s largest recordkeeping firms.
In Anthony’s free time, he can be found coaching or attending one of his kid’s sporting events. In addition to coaching, Anthony also enjoys fly fishing in Michigan's many rivers.
Regional Vice President – Retirement Sales for Northeast Ohio
Andy has ten years of experience working in the financial services industry and has worked in both the relationship management as well as the participant education side of retirement plans. He has obtained his Chartered Retirement Plan Specialist designation and his ASPPA QKA designation. Andy’s goal is to become a trusted resource for Financial Advisors and to make complex pension concepts simple to understand.
If you are a Financial Advisor looking to increase assets under management, provide more value to your existing client base, or are ready to request a free illustration, give Andy a call or shoot him an email.
Regional Vice President – Retirement Sales for Central Ohio and Northern West Virginia
Simeon’s retirement plan experience began over a decade ago as a Wholesaler for Nationwide Financial. His experience as a Wholesaler has set him up for his current success as the primary retirement plan resource for all central Ohio and northern West Virginia.
Simeon’s current role is partnering with Financial Advisors to help them prospect, win, and enhance their retirement plan business. In Simeon’s free time he enjoys being outdoors and active with his three children. On the weekends you can catch Simeon coaching his daughter’s basketball team, hiking, kayaking, playing music, and volunteering at his church.
Regional Vice President – Retirement Sales for Southern Ohio and Kentucky.
Zak works with our key advisor relationships throughout the region to provide day-to-day support on Cash Balance plans and retirement plan opportunities. His previous experiences include working at other TPA firms, recordkeeping companies, and is familiar with the advisor side of the retirement plan industry.
After joining Trinity, he was introduced to Cash Balance plans and has never looked back. Zak’s goal is to use his technical background and apply his knowledge to create an efficient retirement plan that meets his clients’ goals.
Regional Vice President – Retirement Sales for Tennessee
Beth’s main objective is to make Trinity a recognized and sought after TPA in the Tennessee area. She plans to do this by partnering with Financial Advisors to help them increase assets under management. Beth has over 25 years of retirement sales experience with different recordkeepers. She brings a wealth of knowledge when it comes to retirement plans. Beth continues to develop her expertise and is currently pursuing her ASPPA designations.
Beth’s extensive background in retirement plan sales and her drive to succeed will no doubt lead her to accomplishing her goals. We are excited to expand our geographical footprint and are eager to watch Beth succeed as your Tennessee Regional Vice President - Retirement Sales.
Regional Vice President – Retirement Sales for Missouri and Kansas
Ross is a lifelong resident of the Kansas City area where he attended the University of Missouri and has over 20 years experience in the financial services industry.
Over the years Ross has continued his education and has proven his commitment to the retirement plan industry by obtaining his ASPPA QKA designation. His experience and knowledge makes him a thought leader within the retirement plan space.
Ross’ objective at Trinity is simple: to help Financial Advisors and Plan Sponsors create the best retirement plan for their specific needs. His day to day consists of consulting with Financial Advisors on retirement plan opportunities throughout the Kansas City area.
Regional Vice President – Retirement Sales for Akron and West Cleveland
Laurel is originally from West Akron where she attended the University of Akron. She received her degree in Corporate Finance and a minor in Economics. She spent the first 10 years of her career working in banking and joined Trinity in 2013. Over the years Laurel has honed her skills in plan administration, ERISA regulatory and technical information, as well as advanced plan design working for Trinity as a Compliance Analyst, Relationship Manager and now a Regional Vice President.
She is accredited as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPAA) as well as a Certified Pension Consultant, Qualified Pension and 401(k) Administrator. Laurel is here locally to answer any questions you may have regarding qualified retirement plans, cash balance plans, and plan design.
Regional Vice President – Retirement Sales for Indiana and Illinois
Nick Xinopoulos is a seasoned professional with over 14 years of experience in the financial industry, specializing in employer-sponsored retirement plans. His passion for helping others is evident in his work as a Regional Vice President for Trinity, where he is responsible for leading sales efforts in the state of Indiana.
Nick is dedicated to providing financial advisors with the resources and support they need to help plan sponsors provide the best possible retirement plan benefits for their employees. Nick's goal is to be a trusted and indispensable resource to financial advisors, helping them navigate the complex world of retirement planning.
Before joining Trinity, Nick worked for Capital Group/American Funds, where he gained valuable experience in the service, implementation, and sales of employer-sponsored retirement plans. He leverages this expertise to help financial advisors and plan sponsors make informed decisions about their retirement plans.
Outside of work, Nick enjoys spending time with his wife and four children. He is also an avid golfer and enjoys hitting the links whenever he has the chance. Nick is a well-rounded individual with a strong commitment to his family, his work, and his community.
Regional Vice President / Retirement Sales for Michigan
Drew McSkimming is a highly experienced professional with over 25 years in the retirement plan industry. He was born in Michigan, and from a young age, he was drawn to the financial industry, driven by a desire to help others achieve their financial goals.
Throughout his career, Drew has dedicated himself to the field of retirement planning, gaining a deep understanding of the complex financial products, and services that help people plan for their golden years. He is committed to delivering the highest level of support, and his goal is to help financial advisors win and retain retirement plan business. Drew's extensive knowledge, passion for his work, and commitment to his clients have made him a trusted and respected leader in the industry.
Outside of work, Drew enjoys an active and fulfilling lifestyle. He is passionate about a variety of outdoor activities, including golf, sailing, hunting, and fishing. These activities not only provide him with a sense of adventure and excitement, but they also give him an opportunity to connect with nature and unwind from the demands of his busy career.