We're four advisors who make decisions together and answer to the same three rules.
Our name
Why Trinity.
Our name reflects three things we believe every client relationship needs: faith, love, and trust. You place some faith in us to deliver what we say we will. We care for and love the people on our team like family, and we bring that same love and care to every client. Over time, we work to earn your trust.
The people behind the plan
Meet your team.
Our advisors talk through each client's plan together, so you get more than one perspective on the decisions ahead.
Doug Dyer, CFP®, CRPC™
Wealth Advisor
Cody Dyer, CRPC™, CLTC®, LTCP®
Wealth Advisor
Natalie Chandler, JD, CFP®, CRPC™
Wealth Advisor
Hunter Healy, CRPC™
Wealth Advisor
Our client service team
When you call or visit our Plano office, you'll speak with a real person. These are the members of our team who help make that happen.
Brenda Davis
Client Service Associate
Crystal Thomas
Client Service Associate
Renee Riles
Client Service Associate
Shanna Nichols
Client Service Associate
Maria Vargas
Receptionist
Our foundation
The three rules behind everything we do.
Trinity Private Wealth was built on these three rules. They guide our whole team, and they remain the foundation of our firm.
1Do the right thing.
We explain our recommendations, tell you what we believe and why, and put your interests first in our advisory role.
2Treat others as you wish to be treated.
You'll talk with a real person who listens before advising. We review costs openly, and we treat you as a person, never as an account balance.
3Do the best you can with the circumstances that you've been given.
We prepare thoroughly, review your plan regularly, and adjust when your circumstances change. We can't control the markets, and we don't pretend to. However, we do have a strategy to Protect against Market Downturns. We can control how carefully we plan and how closely we pay attention.
The investment team at RFG Advisory
The team behind the portfolios.
We work with RFG Advisory, a registered investment adviser. Its investment team supports the portfolio strategy and execution behind our clients' accounts.
Rick Wedell
Chief Investment Officer
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Rick leads RFG's investment team and helps guide how portfolios are built across the RFG community. He joined RFG Advisory in 2016 as a partner and Chief Investment Officer and brings nearly three decades of industry experience. Before RFG, Rick spent more than a decade at Bain Capital Credit, where he was Head of the Consumer Group and an assistant portfolio manager for an $8 billion CLO business. He studied mathematics and economics at Harvard University and earned his MBA from Stanford University.
Eric Larson
VP of Investment Solutions
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Eric supports RFG's investment strategy and portfolio solutions.
Patrick Sittner
Sr. Director, Portfolio Strategy
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Patrick contributes to portfolio strategy and investment research.
Paul Wankmueller, CMT
Director, Institutional Trading
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Paul oversees institutional trading, which carries out the trades in client portfolios.
Where we started
A firm with deep roots.
Our experience in financial services goes back to 1996. Over the years, our advisors have held roles with NYLIFE Securities, Eagle Strategies, Cambridge Investment Research Advisors, and Retirement Planners of America.
Trinity Private Wealth grew out of Retirement Planners of America. The name is new. The people, the relationships, and the way we work are the same.
We started Trinity Private Wealth with one goal in mind: a firm built on the same three rules, where experienced advisors and the next generation work side by side.
We want to help the families we serve carry their legacy on, and we want to be right beside them as they do.
Powered by RFG Advisory
Technology and support from a larger platform. Attention from advisors who know you.
We work with RFG Advisory, a registered investment adviser that provides technology and operational support. That lets us spend our time on what matters to you: conversations, planning, and reviews.
Client accounts are held at Pershing.
Frequently asked questions
Questions about choosing an advisor.
Last reviewed: October 2026
Have a question that isn't here? Start with a conversation.
How do I choose a financial planner or retirement planner?
Start with what you need help with, then compare planners on credentials, services, how they are paid, and how well they listen. A designation such as CFP® reflects defined education, examination, experience, and ethics requirements. You can check any advisor's record for free through the SEC's Investment Adviser Public Disclosure site and FINRA BrokerCheck.
Ask people you trust for referrals and use directories from professional organizations such as the CFP Board, then research each candidate before you meet. The SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov) and FINRA BrokerCheck show registration, employment history, and any disclosed disciplinary events.
Look for verified credentials, a clean regulatory record, a clear explanation of fees and conflicts of interest, a process built around your goals, and an advisor who listens before recommending. You should leave your meeting understanding how the advisor is paid and what services you would receive.
A fiduciary is legally required to act in your best interest within the services covered by that duty. Registered investment advisers owe a fiduciary duty under federal law. Brokers follow a best-interest standard called Regulation Best Interest when they make recommendations. Some firms are dually registered, so ask which standard applies to each service and get the answer in writing.
What is the relationship between Trinity Private Wealth, RFG Advisory, and Pershing?
Trinity Private Wealth works with RFG Advisory, a registered investment adviser that provides technology and operational support. Client accounts are custodied at Pershing, a wholly owned subsidiary of Bank of New York Mellon. Bank of New York Mellon is the oldest bank in the United States (opened June 9, 1784, making it 242 years old). You continue to work with the advisors and support team you know.
This information is general and educational. It is not personalized investment, tax, or legal advice. Figures and rules shown reflect 2026 and can change. Investing involves risk, including the possible loss of principal.
We'd love to meet you.
Our first two meetings come with no charge and no obligation. Come with your questions.
We work with RFG Advisory for technology and operational support. Client accounts are held at Pershing.
Doug Dyer, CFP®, CRPC™
Wealth Advisor
Doug Dyer has worked in financial services since 1996 and is the Founder of Trinity Private Wealth. He was born and raised in the DFW area and graduated cum laude from the University of Texas at Dallas in 1984 with a degree in economics and finance. Doug lives in Fairview, Texas, with his wife, Roberta.
Cody Dyer, CRPC™, CLTC®, LTCP®
Wealth Advisor
Cody Dyer grew up in the Dallas area and joined Retirement Planners of America in 2014 as an intern in its Oklahoma City office while studying finance at the University of Oklahoma. He helped start an insurance agency in 2019 and moved into financial planning full time in 2021. Today he oversees the firm's day-to-day operations.
Cody works with clients on the shift from working life to retirement, which he sees as a change in mindset as well as a change in finances. He lives in Plano with his wife, Haley, and their three dogs. He enjoys traveling, hunting, and cheering on his Oklahoma Sooners.
Natalie Chandler, JD, CFP®, CRPC™
Wealth Advisor
Natalie Chandler has been a financial planner since 2001 and has worked with our team for more than 15 years. Before joining the team, she was a vice president and investment professional at The Ayco Company, a Goldman Sachs company, and a staff attorney at The Nautilus Group, a service of New York Life. She earned her B.A. from Cornell University and her J.D. from Baylor University School of Law, where she was senior executive editor of the Baylor Law Review.
Natalie has volunteered as a hearing panel member for the CFP Board's Disciplinary and Ethics Commission and is affiliated with the Texas Bar Association. She and her husband have five children, and she grew up in Western New York.
Natalie considers the review process the most important part of the relationship, and she wants every client to feel heard. She often tells clients, "My job is to worry for you, and guide you through the process." Her legal background informs how she reads the details. Trinity Private Wealth doesn't provide legal services.
Hunter Healy, CRPC™
Wealth Advisor
Hunter Healy has been a financial advisor for eight years and comes to Trinity Private Wealth from Retirement Planners of America. Hunter holds the CRPC™ designation.
