About Us

John Scherer

John is the Principal and founder of Trinity Financial Planning. He started his financial services career in 1994 as a life insurance agent and registered representative with Northwestern Mutual Life. He later served as a financial planner at Compensation Resource Group, a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning. Desiring to offer comprehensive, objective consulting for a clientele not limited to the very wealthy, he opened Trinity in 2001 to provide fee-only advice to clients of all means.

A respected media resource, John has been quoted in numerous local and national publications. Follow this link to read about John In The News.

John is a past-President and active member of the Sauk Trails Optimist Club in Madison and also is the Past-Chair of the Rosenberry Society Advisory Board for United Way of Dane County. He is a motorcycle enthusiast and an avid golfer and hunter.

Pam Hocevar

Pam is the owner of Liberty Tax Service in Madison. In addition to holding an MBA, she is an Enrolled Agent with the Internal Revenue Service and a member of NATP (National Association of Tax Professionals). Pam completed the Alliance of Cambridge Advisors Paraplanner Training as the first step in becoming a financial planner herself.

Pam is responsible for office management, scheduling, client service requests, including being in charge of all Schwab-related requests or concerns. The best way to contact her is via email at pam@trinfin.com.

Pam’s regular hours are: Tuesday and Thursday 9 am-4 pm.

Pam and her husband Tim live on Tiedeman’s Pond in Middleton, where Tim works as a computer programmer for Vertex developing corporate tax software.

Susie Switzer-Krohn

Susie joined Trinity in March 2008 as receptionist and administrative assistant.

In addition to her work at Trinity, Susie attended the Howard Academy for the Metal Arts in Stoughton and is working on building her jewelry design business.

Her regular hours are Wednesday from 8am – 5pm.

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