Trina Brown, CFP®, CSRIC®, CDFA®

Partner and Financial Advisor

How do you help clients Invest in Peace of Mind?

I look at your financial life holistically and help you create a secure financial plan. I will take you through the process of setting financial goals and make recommendations on how to achieve them. I also manage your investments, incorporating Sustainable and Responsible Investments into your portfolio, if that is your goal. You can have peace of mind knowing that someone you trust can monitor your investments with your best interests in mind. We will meet regularly, and you are welcome to reach out via call or email whenever you need additional advice or assistance with any financial decisions.

Why did you choose financial planning as your profession?

I chose to pursue financial planning as my profession after leaving the IT field because I recognized a significant need for sound, practical financial education and advice. Many of my colleagues earned good salaries, yet they had little to show for it.

How do you like to spend time outside of the office?

I am passionate about native plant gardening. I serve on the boards of the Mt. Lebanon Nature Conservancy and the Western Pennsylvania chapter of Wild Ones, a native plant advocacy group. I have converted most of my suburban yard into a native plant garden, which was featured in the 2025 Mt. Lebanon Garden Tour. Additionally, I educate other gardeners about native plants on my Instagram account, called The Allegheny Understory.

Professional Designations & Credentials

Education

Duquesne University | Executive Certificate in Financial Planning
University of Pittsburgh | Master of Science in Information Systems
Carnegie Mellon University | Master of Arts in Literary and Cultural Theory
Ohio University (Athens, OH) | Master of Arts in English Literature
The College of Wooster (Wooster, OH) | Bachelor of Arts in English