Over 50 years of experience and service

Financial Solutions for Multiple Aspects of Your Life

Helping you make the right plans for your short-term and long-term financial goals.

Over 50 Years Strong of Financial Solutions

As a Registered Investment Advisor built upon Christian principles, Koinonia Financials' foundation is centered around trust built through relationships. Our guidance and consulting is based upon being good stewards of God's wealth, and our hope is for meaningful long lasting Koinonia with those we are fortunate enough to work with.

With tax efficiency and suitable risk management at the forefront, our team offers guidance and solutions for individuals and small business owners alike through a three stage process: Accumulating Information, Analyzing Opportunities, and Advising. This comprehensive approach enables us to provide dynamic strategies for our Investment Partners.


Meet the Team


Cody Warrick, CEO


David Trifon, Founder


Danielle Mize, Client Relations


Candace Trabona, Accounting


Nancy Vertiz, Director of First Impressions

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The 5 Pillars of Financial Success With Koinonia Financial

We focus our efforts on five critical pillars of financial health:

  1. Protect your family and manage risk through insurance planning
  2. Help your money work as hard as you do with proprietary wealth management
  3. Pursue a path to a work optional lifestyle with income and retirement planning
  4. Prepare for life's big expenses with customized financial planning
  5. Make sure your money gets to the right place after you pass with estate planning