Broker Check

Referral Resources

The professionals listed below are individuals we personally know and trust who are experts in their field.  As a trusted referral resource they have agreed to offer complimentary consultations for clients of Trinity Wealth Management Group. 

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Estate Planning and Elder Law

Angela Huber

Angela Huber

As part of her wills and trusts practice, Ms. Huber helps individuals and families alike create and document a tailored estate plan to fit their needs. She especially promotes The Family Care Program, which is a program developed by Ms. Huber to address the unique planning needs of families with minor children, to make sure their kids are totally protected. She developed this program after dealing with the unexpected death of her husband while caring for their 3 babies, learning first-hand the importance of proper planning and the concerns of parents on issues such as choosing a guardian, how to best provide for long term expenses, and those related to blended families. Ms. Huber also represents clients with matters of Probate after the death of a loved one, representing estates and executors in local Probate court proceedings.

Meet Angela
Barry Greenberg

Barry Greenberg

Celebrating 40 years in the practice of law, Mr. Greenberg is a licensed attorney before the Illinois and Florida State Supreme Courts, and federally before the United States District Court, the United States Court of Appeals, and the United States Supreme Court.  He is a graduate of the United States Army Intelligence School. He holds a Bachelor of Arts Degree in Government and Political Science from Southern Illinois University and obtained his Juris Doctorate from Northern Illinois University.

Mr. Greenberg served as the elected Naperville Township Clerk from 2014-2017, and he has held many volunteer positions, to name a few: Naperville Township Veterans & Seniors Assistance Team; Better Business Bureau of Greater Chicago and Northern Illinois Board of Directors; Naperville Area Chamber of Commerce Past Board of Directors, Audit & Governance Committee, Past Chamber Ambassador of the Year; City of Naperville Past Historic Sites Commission; West Suburban Bar Association Past President and Board of Directors; Exchange Club of Naperville Co-Chair, Ribfest Allocations Committee; 360 Youth Services Past President and Board of Directors; Kidz Kabaret Past Board of Directors; and proud member of Rotary International as a Paul Harris Fellow. Currently, he is serving on the Board of Directors for the Naperville Exchange Club since being elected in 2017.  Mr. Greenberg resides in Naperville, IL and has offices in Tampa, Florida.

Meet Barry
Lori Vella

Lori Vella

“The mission of the law firm is to give outstanding service to our clients through honesty, integrity and creativity. We make the lawyer someone that is approachable and helpful to the public. The ultimate goal is for you to complete your time with us feeling joyous and peaceful that you did what you needed to secure your family and its future. We will always do our very best for you. You can believe in us.”  Lori Vella Attorney at Law

Lori Vella is the owner of the Law Office of Lori Vella, an estate planning, probate and business law firm in Tampa, Florida and Rochester, New York.  She graduated from Albany Law School of Union University in May 2000.  

Meet Lori