Broker Check

Our Company

KOINONIA FINANCIAL, LLC is a wholly owned independent Faith Based Boutique Investment Advisory Firm. David A. Trifon is the LPL Registered Principal and Financial Advisor. He is the original owner and founder. Danielle Mize is the Marketing Associate and brought over 10 years experience with “Big Six” Brokerage firms when the firm was first formed in May, 2003. Vikki Wright is the firm Operations and Compliance Manager. Vikki has her BBA from U of H and her Masters of Science in Management from Texas A&M University. She joined the firm in 2011. David’s firm offers Financial Consulting and Estate Planning for both Individuals and Corporations. The firm is well known in the area of Corporate Retirement Plans – IE 401ks. Funds are not in custody with KOINONIA FINANCIAL. They are either kept in custody with a Bank Trust (401Ks etc) or by LPL Financial (Individual Stocks and Bonds etc). LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. *As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, KOINONIA Financial can help you every step of the way.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at KOINONIA Financial aims to provide a continued education that will strengthen our working relationship.