Meet the Team

Charles Coleman

is a Managing Partner & Co-Founder of Triton Investments, LLC. He has served as a trusted advisor to families and small-businesses with a passion for investment portfolio creation and implementation. Previously, Charlie served as an Investment Specialist to both families and advisors at Solid Rock Financial Group, where he focused not only on portfolio growth strategies, but also on distribution strategies. Specifically, he enjoys educating clients on the impact of taxes when retiring. Through these meetings, he focuses on specific client needs when helping them achieve their retirement or investment goals. He graduated with a Bachelor’s degree from Azusa Pacific University in California.

William Sherwin

is a Managing Partner & Co-Founder of Triton Investments, LLC. He currently serves as the Executive Director of the North Dakota Dental Association where he represents and advocates on the behalf of the profession of dentistry. Previously to the NDDA, Will has enjoyed the opportunity to work with clients in the legal and governmental affairs space helping them achieve their goals and overcome their obstacles in the state of North Dakota. He also enjoys serving on local boards and coordinating the state-wide Mission of Mercy to give back to his state. He completed his Bachelor's degree in Philosophy and Economics at The George Washington University in Washington D.C. and his Juris Doctor degree from the University of Iowa College of Law.

-411850884626090037.jpg

Patrick Schmitz

is a Managing partner of Triton Investments, LLC. Minnesota. He is committed to helping families and small-businesses objectively analyze their financial situation in order to make prudent financial and investment decisions that focus on accomplishing their financial goals. Previously Patrick worked in both the energy commodity and efficiency industries touching a broad range of responsibilities such as analytics, modeling, trading, and product management. Patrick also has a passion for real estate and has been successfully investing in properties since 2015. He graduated with a Bachelor of Science in Economics and a minor in Statistics from the University of Minnesota Twin Cities.