Carolyn Barbian

Carolyn Barbian

Executive Assistant

Carolyn prepares and processes new business applications, prepares client materials for meetings and addresses client service issues to ensure a timely resolution. She also manages the appointment calendar and client correspondence for Rich Trinitapoli and is the Office Manager of the Waukesha office. 

Carolyn has over fifteen years of experience in the financial services industry.


Carolyn is not a registered representative of Equitable Advisors, or licensed with Equitable Network, and provides administrative services only.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paramount Financial Strategies, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 262-522-8458
Fax 262-522-8455