Our Team

David Wilson CPA, CFP®

Principal, Trinity Wealth Management, LLC

David is a Certified Public Accountant and Certified Financial Planner with over 33 years of experience in the accounting and tax profession.  He began his career as a staff accountant for a local mid sized manufacturing company and was progressively promoted through financial management positions for Fortune 500 companies for 15 years prior to founding the firm now known as Trinity Wealth Management.  For the past 20 years David has been in private practice, specializing in financial planning, tax planning, small business consulting, charitable gift planning, and family wealth preservation.  His primary focus is on understanding each client’s unique circumstances and future needs. Based on that understanding, a plan is prepared to accomplish the financial security the client desires. Every effort is used to communicate complicated financial matters to the client in a way that is easily understood.

David sits on several local organization boards, holds numerous certifications and is fully licensed in the securities industry.  He has been an Adjunct Instructor of economics and accounting at McHenry County College.  Married to his high school sweetheart for 34 years he resides in Crystal Lake, IL.  His hobbies and interests include gardening, fishing, and traveling to visit his children and grandchildren. 

Education:

B.S. -  Economics and Business Administration University of Wisconsin – Platteville 1977

M.S. – Accountancy – DePaul University 1983

Certificate of Business Valuations – AICPA 1995

Licenses and Certifications:

Certified Public Accountant – Illinois 1984

Certified Business Appraisals – 1995

Certified Financial Planner – 2009

Series 6 FINRA License – 1993

Series 7 FINRA License - 2011

Series 63 FINRA License – 1993

Series 65 FINRA License – 2007

Insurance – Life, Health and Long Term Care – Illinois 1993