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John Chalk

John Chalk

Founder and Owner, Trinity Portfolio Advisors
John Chalk has over 30 years of experience serving individuals and business owners in matters of succession, profitability, structure and tax reduction. As an attorney, CPA, Certified Financial Planner® and lifelong animal enthusiast, John is uniquely positioned to assist veterinary practices of all sizes, address key issues and provide solutions to the challenges veterinarians face today. John speaks nationally in both the equine and companion animal segments of the veterinary market. His passion is to help people align their wealth with their values... and thus, further their purpose in life.
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