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About Us

David Kemper headshot

David Kemper

Founder, Senior Wealth Advisor

Courtney Hobbs headshot

Courtney Hobbs

Managing Partner, Wealth Advisor


At Trinity, Our Clients Are Family

Trinity Strategic Partners is committed to objective and personal advising of individuals, couples, and their families in all areas of their financial well-being. We take personal care of you on a one-to-one basis and strive for an outstanding client experience every time we speak. Being a boutique firm means our approach to wealth management goes well beyond advising you on your investments. Your wealth, and the lifestyle you enjoy because of it, are influenced by numerous factors, not the least of which is the direction of the markets. For this reason, Trinity advisors have developed strategic alliances with other like-minded and experienced professionals who are experts in the areas of legal, tax management, real estate, insurance, alternative investments, and estate planning. These established alliances help to ensure Trinity conducts a thorough examination and truly understands all aspects of your unique circumstances, leading to sound advice and that the most appropriate investment solutions are considered for you and your family.

Dedicated to Objective & Personal Advice

We believe that by helping people navigate through what many feel is complex and overwhelming, we empower investors to make better financial decisions, leading to a higher likelihood of achieving their unique objectives. Operating with full transparency and independence, we strive to develop meaningful lifelong relationships with a focus on each client’s desired outcome.



Over 27 Years of Commitment

Helping Clients Prosper & Better Control Their Financial Destiny

Understandably, when market uncertainty develops and volatility picks up, investor emotions are on the rise and focused on portfolio losses as. This is why our custom investment strategies purposely place an emphasis on managing volatility and mitigating risk, without sacrificing upside performance potential in rising markets.

Our approach is to be your trusted financial advocate, simplify the complex, and quickly differentiate ourselves through results, outstanding customer service, and responsive communication. Our sights are set on helping you maintain a comfortable lifestyle defined by you, even during periods of significant uncertainties, and helping you leave a lasting legacy for generations to come.

Interested in Learning More?

Learn more by scheduling a complimentary, no obligation Clarity Call with a member of the Trinity Team. This is simply an opportunity for us to meet, listen to your goals and concerns, ask you some questions, and determine if or how we might be able to help.

Schedule a Clarity Call

Our Company’s Founding Principle Is That Your Best Interests Are Our Only Interest


Our mission

To provide people with the tools, resources and knowledge needed for a successful risk management, retirement and legacy plan. 

Our vision

To help people be free to lead the lives they have always dreamed of - for themselves and their loved ones. 

Trusted Advice Provided by a Team With No Hidden Agenda

At Trinity Strategic Partners, we don’t operate under sales goals and we don’t push products.

Our first meeting together is intended to be a learning session for each of us to determine if we are a good fit for one another. We believe a mutual comfort in working together cultivates a productive and worthwhile relationship that builds trust and will ultimately strengthen your financial success.

Unlike many advisors, we have no sales goals and don’t limit our search for the proper solution. 

Since we are not limited to products offered by a single brokerage firm, we act in your best interest and are able to identify and utilize the most suitable products to meet your specific needs.

We strive to be nothing less than the most trusted authority over our client’s wealth providing wise counsel in all its forms on a nationwide basis.

We take pride in being careful listeners with a focus on detail. And, our approach differentiates us from the typical broker who tends to focus more on their commission payouts and less on your best interests.

Being a Boutique Firm Means We Go Beyond Advising You on Your Investments

Our 4-Step proprietary process (The LIFE Approach) ensures that we have a thorough understanding of you, what you are trying to accomplish, and what is important to you. When appropriate, we involve our experienced business partners in the areas of legal, estate planning, insurance and taxes to develop a comprehensive and custom wealth plan for you.

We generate a financial X-ray for everyone we speak with to ensure we have a thorough understanding of your financial picture and all the factors of influence surrounding your wealth. This document is a superior communication tool among our business partners and remains highly beneficial in our ongoing client conversations.

Meet The Other Licensed Professionals
Who Are Part Of Our Family Office...

April Perez

Traci Johnson

Tax Consultant



Lynn Marble

Lynn Marble

Medicare Consultant

Melanie Hunt

Melanie Hunt

Real Estate Consultant

Suzanne Cloud

Suzanne Cloud

Health Insurance Consultant

Stephen Turkett

Stephen Turkett

Legal Consultant

These individuals are not affiliated with Cambridge.

Why Choose Trinity
Strategic Partners?

There Are a Number of Reasons To Consider Us

Click on each Reason to expand its content


Because You Matter – You Are Not Treated Like A Number

Because You Matter – You Are Not Treated Like A Number

At Trinity Strategic Partners, you will never be treated like a number. We will never rush you off of a call, and pride ourselves on the individualized attention we provide regardless of your net worth. We believe in the principle of customer first and strive for the best experience with each interaction with you.

We do not change who we are based on how much you have. Every dollar matters, so our commitment to high standards for service, attention to detail and accountability to you are unwavering regardless of account size or complexity.

We love what we do and understand the high level of responsibility and trust that goes along with it. Being your wealth advocate is both a privilege and honor we humbly embrace. We are sensitive to the fact that trust is earned over years but easily lost in a moment from just one bad experience.

Ultimately, we answer to you.

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We Listen to You
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We Listen to You

We hear you! We believe our listening skills are the critical difference in keeping you properly invested and well-informed along the way. The more we know about you, the better our advice — details are critically important.

We want every interaction to conclude with you feeling confident about how you are invested, that you are on track and the highly-valued member of the family that you are. In addition, our clients are a valuable source of constructive feedback that shape our constantly improving processes and resources. Everyone wins from sharing.

We Are Easily Accessible

We Are Easily Accessible

We can meet with you wherever you live and can coordinate virtual calls with our clients across the nation. Even clients local to our branch offices prefer the convenience of a meeting in the comfort of their home, rather than an in-person face-to-face meeting.

Because Of Our Heart & Servant Mindset

Because Of Our Heart & Servant Mindset

As your advisor, it is our privilege to serve you and our distinct responsibility to provide value to you and earn your loyalty every day. We sleep better when our clients sleep better!

TSP Advisors and staff feel strongly that it is their purpose to carefully listen to, educate and serve the public. We feel this wholeheartedly and offer our no-obligation consultations to everyone to ensure minds are at ease going into highly sensitive and private matters that include and surround your wealth.

Our desire is to exceed your expectations throughout our relationship with you and overcome any unpleasant experiences you had with your prior advisor(s).

Because Of Our Broad Experience & Strategic Collaborative Resources

Because Of Our Broad Experience & Strategic Collaborative Resources

We have a combined financial industry experience of 27+ years. Over that time, we have successfully helped clients smoothly navigate market storms and ride the waves of favorable markets.

Over the years, we have developed strategic business alliances with hand-picked and experienced professionals that share our culture and mindset on how to conduct business in the areas of legal, tax management, real estate, insurance, alternative investments and estate planning.

This expanded team of business professionals is another resource we consult with on your behalf to ensure a thorough and personalized wealth plan is developed. This team has a combined broad experience of over 150 years to further qualify the quality of advice you receive.

Because Of Our Continuous Innovation to Keep You & Your Wealth Secure

Because Of Our Continuous Innovation to Keep You & Your Wealth Secure

We understand that your time is valuable, so we invested in a secure communication technology that eliminates long hold times and quickly directs your call to your financial advisor’s location, which increases the likelihood of contact when your advisor is away from his/her desk. We are among only a handful of advisors using this communication resource typically used by medical professionals that encrypts our calls with you to ensure your sensitive information is not intercepted. We intentionally and constantly take extra steps to ensure your information and wealth remain safe in the ever-challenging world of security.

Working with clients on a nationwide basis led us to adopt a secure technology for engaging our clients through video calls. This technology simulates sitting across the table from one another with whiteboard and screen sharing features to enhance the visual communication and overall client experience. This capability has been enthusiastically embraced by our clients, including those who claim that they are not computer savvy. We find that even clients who reside close to one of our offices prefer a video call over a face-to-face visit. Our clients love the ability to visually see what it is we are accomplishing for them and this has been a valuable source of easing emotions during especially volatile markets.

Data storage is another area we proactively put under strict security scrutiny. With the rise of ransomware, Trinity Strategic Partners spared no expense in ensuring the security and safety of your private information. We have redundant servers on multiple continents, to avoid disruption of service and tampering of sensitive data. Our Custodian partners enforce this same level of security.

We believe there is no room for error when it comes to your security and the security of your wealth. This is another reason why at Trinity Strategic Partners, we are proactive in nature, rather than reactive.

Because Choice Affects Results

Because Choice Affects Results

Let’s face it, there are a range of great products and services out there that are effective in their objective. However, not all advisors are created equal and neither are the products they offer to you. Some are better than others — choice matters!

When you choose to invest your wealth at a typical brokerage firm, the choice of advisor is made for you by that brokerage company — you have no say in the matter. And, often due to profit margins, these brokerage firms commonly flush out experienced professionals with fresh new hires to oversee your wealth with little to no regard to your personal choice or best interests. This often occurs because large brokerage firms are confident with your loyalty and they are willing to lose a small percentage of clientele for the sake of increasing profits and reducing costs. Your personal concerns are secondary at best.

Unfortunately, some advisors chose the investment profession solely for compensation reasons (self-interest), while others chose this profession due to a strong calling and passion to serve investors in this area.

If you sometimes question the motivation of your current advisor, only hear from them when times in the market are good, or feel the products your advisor is offering are limited in terms of selection, we invite you to experience the difference with us. Stay the course advice is often offered by those advisors who are limited by product choice, or unaware of the latest investment strategies.


The Trinity Team regularly donates proceeds from our business to these amazing charities!

Samaritan's Purse
Gary Sinise Foundation
Boulder Creek Foundation

Resources That Differentiate Us From the Pack

The care and personal attention you receive are further enhanced by the select complimentary resources that help us to properly serve you and communicate your individual progress at your desired review frequency.

We hold timely market updates, with a recorded version provided to clients who cannot attend, or on-demand for those who are not yet clients. We openly share our market resources and educational videos to the public because we believe in the power of information, and that an informed investor is more empowered and less likely to cause themself an unrecoverable financial mishap.

The Financial LIFE MapTM we generate for each client is the roadmap to estate planning, financial planning, cash flow analysis and proper tax planning. Our clients describe this as a significant communication tool between spouses, their executor, financial advisor, estate planning attorney or tax professional.

We Celebrate Your Success With You

It’s a joyful and fulfilling experience to watch a carefully and well-thought-out plan unfold to the desired outcome. We understand that the money you have accumulated over the years is a result of hard work, sacrifice and investment discipline. Our comprehensive planning technique with the ability to analyze numerous “what if” scenarios, ensures we address your every concern and keep you on track for your financial goals as life events occur.

Our desire is to be a welcome and contributing part of each client’s financial success. We look forward to celebrating your personal financial milestones and help you enjoy a lifestyle defined by you throughout your lifetime.