We are an independent, SEC registered investment advisor who works with and is paid only by our clients, avoiding conflicts of interest. Our sole focus is retirement plans. Many other providers offer insurance, benefits, or individual investment or financial planning. Trinity Advisors Group directs all our attention to retirement readiness, discovering the best options to maximize choices for your plan, and building a long-term partnership with you.
Everyone on our team has over 25 years of experience in the industry, specializing in retirement plan design and fiduciary support.
We work with many different partners and providers to provide un-biased, cost-effective solutions to meet your specific plan needs.
Our single focus on retirement plans ensures our only goal is to offer the best solution with the highest quality and the lowest cost for your plan with engaging education for your participants.
The Trinity Leadership Team
Experience, Objectivity, Focus
Michael McCabe, AIF®, CPFA
For over twenty years, Michael has been advising clients on plan investments, speaking at industry conferences, and participating in advisor panels at several events, including the ASPPA (American Society of Pension Professionals & Actuaries) national conference and Morningstar Investment Services conference. Michael has also been quoted in trade publications such as Wealth Management Magazine, the Frank Russell Company Magazine and Financial Advisor Magazine.
Michael is a member of the Plan Sponsor Council of America (PSCA) and the American Society of Pension Professionals & Actuaries (ASPPA). He serves on the ASPPA Benefits Council. He holds a B.S. from Villanova University’s School of Business and serves in the VSB Mentor Program.
Carmela Elco, AIF®, CBFA
Managing Director and Sr. ERISA Consultant
Carmela earned her Master of Arts in Human Resources Management from St. Francis University and her Bachelor of Science degree from the University of Pittsburgh. She holds the Accredited Investment Fiduciary (AIF®) and Certified Behavioral Finance Analyst (CBFA) designations and is a member of Beacon, a membership association of select leaders from a diverse range of industries and business backgrounds.
In 2015, 2017, 2018 and 2020, Carmela was named one of the Top Women Advisors in the country by the National Association of Plan Advisors (NAPA). She is a member of the Retirement Advisor Council. Carmela has also testified before the U.S. Department of Labor’s ERISA Advisory Council on target-date fund analysis.
In their free time, Carmela and her husband, Dave, enjoy biking along Fairmount Park and spending time with their dog Fritz.
Tracey Kirby, CPC, CPFA
Tracey possesses more than twenty-five years’ experience in the retirement plans industry, working with plan sponsors to design and manage their company plans. Before joining Trinity Advisors, she worked with The Standard, Core States Bank, and Vanguard. Her industry certifications include the Certified Pension Consultant (CPC) and Certified Plan Fiduciary Advisor (CPFA) designations from the American Society of Pension Professionals and Actuaries (ASPPA). She holds FINRA Series 6, 63 and 65 licenses. Tracey holds a B.A. in Math/Computer Science and Psychology from Sweet Briar College.
Our Advisory Board
Perspective, Guidance, Expertise
Trinity Investment Advisors has created an advisory board of financial services industry experts who give us the benefit of their years of experience in leadership, investments, strategy, operations, and retirement plan knowledge. They bring expertise from companies such as PNC, Wellbridge Capital, PricewaterhouseCoopers, and Towers Watson.
Dunigan is a member of the board of directors and past chairman of the Economy League of Greater Philadelphia. He is also a member of the board of directors of the Union League of Philadelphia. He previously served as trustee of the Malvern Preparatory School, was a member of the board for Chester County Community Foundation and was president of the Philadelphia Chapter of the Villanova Alumni Association. He is a member of the CFA Society of Philadelphia and the National Association of Corporate Directors. He holds a bachelor’s degree in Civil Engineering (1974) from Villanova University and has pursued post graduate work in Finance at Drexel University.
Dale began his career with Northwestern Mutual as a securities licensed financial representative. While with Northwestern Mutual, he provided needs-based analysis and customized financial solutions to high net worth individuals and middle market companies.
He received a bachelor’s degree in economics and a bachelor’s degree in business management and finance from North Carolina State University.
Marty earned a Masters in Taxation degree from the American University in Washington, D.C. in 1989, and a Bachelor of Science degree in Accounting from The Ohio State University in 1983. He obtained his Certified Public Accounting license in 1984 in Maryland and is currently licensed in Pennsylvania and Maryland. He completed the Effectiveness and Accountability in the Boardroom program at the Kellogg School of Management (2015), and is a member of the National Association of Corporate Directors, and is a Governance Fellow. Marty lives in Washington, D.C. with his wife, Leigh Rollins. He enjoys golf, travel, reading and music.