2022 Employee Awards and Recognition

We are thrilled to announce and recognize our employees who have made significant contributions to the company. Recognition is aimed to acknowledge those that have gone beyond the normal job expectations and have made a significant contribution to the success of our company.

Our award winners are a true asset to our team and we are confident that they will continue to achieve great things in the future. Their hard work, dedication, and exceptional service motivates us to continue pushing boundaries and setting new standards of excellence in our industry.

Each award recipient was nominated by fellow Trinity colleagues and?final votes were cast by the Executive Team. Congratulations award winners and thank you for your hard work!?

Raving Fan Award:

One who makes a significant and meaningful impact by fulfilling Trinity’s purpose of “changing people’s lives” by forging relationships with others, inside and outside the company, that go beyond routine business transactions and deliver the best service possible.

Ryan Cottrell is recognized as:

• Being a leader in delivering +1%.
• Being a leader in exhibiting Trinity Cultural Values.
• Being a leader in effective FUSION communication and effort with other departments.
• Being a leader in their own professional development and core competency enhancement.
• Being a leader in professional integrity.
• Being a leader in providing help to others in meaningful and sacrificial ways.

Distinguished Service Award:

An individual who has demonstrated excellence during the year by making an impact in improving the quality of life for internal and external customers. Consistently follows the best interests of the company and embodies Trinity’s Cultural Values.

Congratulations to Brianna Breckenridge , Heather Craigg , Stevie Taszreak , and Grant Holtzapple

Analyst/Operations Person of the Year:

Spencer Phillips is recognized as someone who:

• Has exceeded their impact relative to their position level.
• Has grown in their professional development and core competency enhancement.
• Has demonstrated Trinity’s Cultural Values.
• Has demonstrated self-motivation in finding to answers and solutions.
• Has pitched innovative ideas to solve problems and issues.

Sales Person of the Year:

Andy Bruno, CRPS, QKA is recognized as someone who:

• Has exceeded their impact relative to their position level.
• Has grown in their professional development and core competency enhancement.
• Has demonstrated Trinity’s Cultural Values.
• Has demonstrated self-motivation in finding to answers and solutions.
• Has pitched innovative ideas to solve problems and issues.

Champion Award:

Laurel Leonard, CPC, QPA, QKA is recognized as someone who has the highest percentage over their revenue goal. This sales person has exceeded their expectations as it pertains to sales and has demonstrated excellent management of their territory.?

Laurel's dedication to the retirement plan industry and her willingness to help others around her understand the complexities of the retirement plan industry makes her a valuable employee and partner.??

Victory Awards

Zachery Mountel, CPC and Andy Bruno, CRPS, QKA are individuals who have demonstrated excellence during the year by making an impact in improving the quality of life for internal and external customers. Consistently follows the best interests of the company and embodies Trinity’s Cultural Values.

Most Improved:

One who has the highest year over year increase in revenue. Their commitment to learning, growing, and refining their skills has positioned them to overcome challenges and reach new heights.

Beth Cunningham, QKA,QKC 's success in the Tennessee territory is a testament to her exceptional work ethic, passion for customer service, and ability to connect with Financial Advisors.?