Our People

Many people have only recently realized the value of working with a financial advisor who can help them develop a coordinated investment and financial plan.  Unfortunately, many of the advisors they are working with have only recent experience as well.

We believe that the level of experience that we bring to the financial planning process is one of the major attributes of our firm.  Our principal has over 17 years of financial planning and investment management experience in addition to an average of over 14 years direct industry experience from our full-time staff.

Additionally, the firm maintains business relationships with strategic partners in the following disciplines: accounting and tax planning, banking, and estate planning and management. While we always work closely with your other advisors to insure a coordinated planning approach, we also utilize the knowledge of professionals such as CPAs, banking officers, and estate attorneys who are brought in to accomplish specialized projects when you need them.


Relationships

Registered Investment Advisor
TriCapital Financial Group is a Registered Investment Advisor firm operating under the State of North Carolina securities regulation.

Financial Network Investment Corporation
Our principals and advisors are registered representatives of Financial Network Investment Corporation, Registered Broker Dealer and Member SIPC.  Financial Network is one of the nation’s largest independently managed broker dealers serving over 2,800 financial professionals throughout the United States.  (www.financialnetwork.com)

Certified Financial Planner® (CFP®)
CFP Practictioners demonstrate their professionalism by completing a rigorous course of study and certification process.  A minimum of 30 hours continuing education must be completed every two years in order to maintain certification.  As a final step, CFP Practictioners agree to abide by a strict code of professional conduct, known as the CFP Board’s Code of Ethics and Professional Responsibility.  The governing body is the Certified Financial Planner Board of Standards. ( www.cfp.net)

Financial Planning Association (FPA)
Our principals and financial planning associates are members of the Financial Planning Association (FPA) and active within the FPA leadership programs. Mr. White served as the 1999-2000 President of the Charlotte Chapter of the FPA. Mrs. Reninger currently serves on the New Member Committee. (www.fpanet.org )

Colleges and Universities
Mr. White has served a faculty member in the Certified Financial Planner program at Queens College. He has also taught financial planning and investment management courses at Central Piedmont Community College.


Our Principal

Randall E. White
President, TriCapital Financial Group 

  • 17 years of professional financial planning and in management experience
  • Certified Financial Planner, CFP®
  • Certified Retirement Planning Counselor, CRPC
  • Certified Mutual Fund Counselor, CMFC
  • Series 7 and 63 Registered Representative, Financial Network Investment Corporation
  • Series 65 Investement Advisor Representative, TriCapital Financial Group
  • Series 24 Registered Principal with Financial Network Investment Corporation
  • North Carolina life, accident, health, long-term care and Medicare supplement license
  • B.S. Business Administration, Finance/Accounting, Appalachian State University
  • MBA, Appalachian State University
     

Our Planners and Administrative Staff

Cindy Reninger
Financial Planner  

  • 18 years of experience in the financial services industry 
  • Certified Financial Planner, CFP® 
  • Series 7 and 63 Registered Representative, Financial Network Investment Corporation
  • North Carolina life, accident, health, long-term care and Medicare supplement license 
  • B.S. Business Administration, Finance, University of Akron 

Toni Halter
Administrative Support

  • Over 20 years of client service experience
  • Skilled event planning coordinator


Can we tell you more about the kind of client who finds a good fit at TriCapital Financial Group? (Click on WHO WE SERVE.)