OUR COMPANY

How It Started

Like any good financial advisor cliché, the initial idea for Triune came up over a game of golf.

On March 1, 2005–just a few months after that golf game–Jim Mullinix and Jeff Jaworski were opening the doors to Triune Financial Partners.

How It Grew

Triune grew rapidly in the early days, so within months of opening its doors, partners Geoff Huber and Bob Sparrow were added to the team. Geoff was tasked with building out the Company Retirement Plans side of the business, where he now has 30 years of specialized expertise, and Bob would co-lead the Financial Life Planning side along with Jeff.

Bob Crew, who grew up in the business alongside Jeff & Geoff at MassMutual, was serving clients while still living in Wichita with his family in the early 2010s. In 2016, Bob moved up to Kansas City and was made a partner of Triune, where he continues to serve clients with excellence. 

In late 2014, Jim Mullinix brought Bryan Gum onboard as a new financial planner. In 2020, he became the youngest partner of Triune, serving clients and leading Triune’s marketing and communications efforts. Bryan represents the “next generation” for Triune. With a clientele that skews younger, Triune is in an excellent position to serve clients and families multi-generationally. 

In 2015, Triune’s collaboration with Fritz Wood led to the firm’s specialization in serving veterinary practice owners. This has evolved into key relationships with folks who specialize in serving veterinarians nationwide, and Triune now enjoys working with veterinary practice owners all over the country. 

How It’s Going

With nearly 25 Triune teammates, 800+ financial planning clients, and 100+ company retirement plan clients, Triune has expanded well beyond any initial dreams discussed on the golf course. 

Read more about our founding story here.