Brock Dexter

John Brock Dexter is a Senior Advisor at Trinity Wealth Management LLC in Cincinnati, Ohio. Trinity’s team page identifies him as a Certified Financial Planner and Investment Advisor Representative with more than 20 years of experience providing financial planning and investment advisory services to high-net-worth individuals worldwide.

Dexter’s advisory work focuses on pension and retirement planning, executive incentive compensation including employee stock options, and tax planning for individuals and small businesses. Trinity says he has advised senior executives at Procter & Gamble, General Electric, Fifth Third Bank, Duke Energy, Johnson & Johnson, Chevron, and other Fortune 500 companies.

Before his financial-planning career, Dexter graduated from the United States Air Force Academy with a degree in Civil Engineering. He served 11 years on active duty as a T-38 and A-10 pilot, later flew for US Airways for 17 years beginning in 1988, and served in the Air Force Reserve. Trinity describes him as a retired Lieutenant Colonel with more than 24 years of military service.

SEC AdviserInfo lists John Brock Dexter as an investment adviser representative of Trinity Wealth Management LLC, CRD #2613721, with no disclosures and a current registration with the firm since January 4, 2010.

• Public sources do not verify the stub’s “Angel Investors” or “Seed Round” classification. The verifiable profile is that Dexter is a wealth-management and investment-advisory professional, not a publicly documented venture investor.
• Trinity Wealth Management describes its investment advisory service as portfolio management for “growth, future or current income, and wealth preservation.”
• Trinity’s stated client approach is fiduciary and planning-led: the firm says it operates transparently, uses a fee-only model, and places client interests ahead of the firm’s.
• Trinity says its approach is “patient” and “conservative,” while remaining alert to opportunities that benefit clients.
• Dexter’s domain expertise appears strongest around executive compensation, retirement planning, tax-sensitive personal financial planning, and planning for high-net-worth clients and senior corporate executives.