Geoffrey Biehn CPA, CFP® in

Geoffrey Biehn CPA, CFP®

Questioner · DISC type c
President at Trinity Financial Advisors LLC
📍 Columbus, Ohio, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
32 Years
Current Role
President
Location
Columbus, Ohio, United States
Personality Overview

How Geoffrey shows up

Not Easily Convinced
Systematic
Cautious & Analytical

They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Geoffrey cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2005
President
Trinity Financial Advisors LLC
2001 - 2004
Senior Vice President & CFO Technology & Operations Division
J.P. Morgan Chase
1998 - 2000
Divisional Chief Financial Officer
MCI
1994 - 1998
Corporate Treasurer
CompuServe Incorporated
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1997
Masters in Business Administration
The Ohio State University
1987 - 1991
Business and Accounting
Indiana University Bloomington
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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