TrinityPoint Wealth is pleased to announce the appointment of Jana Moebius L’Etoile as their Chief Operating Officer. Jana brings over 20 years of experience in operations and management and is a trusted leader within the organization.
As Chief Operating Officer, Jana is responsible for managing, coordinating, and monitoring all of the administration and operational functions of TrinityPoint Wealth.
“I am pleased to serve as the Chief Operating Officer to TrinityPoint Wealth in the years to come. Working with an amazing team to ensure client satisfaction and long-term growth is essential for success,” said Jana.
“Naming Jana COO was inevitable, her experience and deep wealth of back office knowledge will continue to make TrinityPoint Wealth a strong company,” said James Betzig, CEO of TrinityPoint Wealth.
About TrinityPoint Wealth
TrinityPoint Wealth is a Registered Investment Advisory firm that provides a variety of financial services. The independent investment advisory firm is founded by partners who have more than 100 years of combined financial experience. No matter your goals or circumstances, they will work tirelessly on your behalf, providing value-added services, highly personalized attention, and solutions customized for your unique objectives. For more information about TrinityPoint, please visit TrinityPointWealth.com.