Management Team

Doug Stroot, Regional Vice President

Doug Stroot has always gravitated toward leadership roles in sports, school, social activities and work. He attributes his success to his incredibly positive outlook, calm rationale and sense of humor. As Regional Vice President for Trilogy’s San Diego office, Doug focuses on educating both his clients and his staff to guide them toward building a successful future.

A native of Southern California, Doug attended UC Riverside, where he received degrees in Business Economics and Philosophy. In 1994, he decided to pursue a career in financial services, and associated with a firm that allowed him to grow into a management position. In 1999, he affiliated with National Planning Corporation, and is currently a Registered Principal and OSJ Manager. This is also the time that Trilogy Financial Services, Inc. was created, and Doug feels fortunate to be a part of the first group that shaped what has grown into the Trilogy that we now know today.

He strives to help his clients achieve their personal goals through education, as he believes that the more they understand about the process, the more confident they will be in their plan. On the management side, he thrives on bringing qualified people into the industry, and coaching them on building a successful financial practice. Doug was also instrumental in starting the Tax Division, and has been managing it from an operational standpoint since 2003, when Trilogy moved towards adding tax preparation to its roster of services.

Doug and his wife Bonnie had their first child, Aidan, in August of 2007. The family lives in the close-knit community of Palacio Del Mar in Carmel Valley. He still loves most sports, although he does more watching than playing these days. He enjoys spending as much time with family and friends as possible.