Management Team

Heather Klutznick, Vice President of Investments, Trilogy Financial Services

Heather is the Vice President of Investments for Trilogy Financial Services. She managed one of the largest Trilogy offices nationwide, by educating and empowering financial professionals to build their careers through helping clients work towards their financial goals. Within her own financial planning practice, Heather provides wealth management services to individuals, trusts and corporations. Heather has achieved a level of success few would have expected in what is globally recognized as a male-dominated industry.

Heather has over fourteen years experience in the financial services industry, and an education that provides the foundation of knowledge, depth and authority to her financial planning abilities. She graduated in 1990 with a BA in Economics from Colorado University at Boulder. Prior to joining Trilogy, she was a buyer for Williams-Sonoma in San Francisco, where she managed a $30 million dollar catalog and travelled extensively around the world.

With consistent effort and dedication, she accepts no limitations to potential for, herself, and most importantly, for her clients. And because of that, our company, and her clients find benefit in working with Heather.

Heather experiences equal amounts of success in her personal life. She and her husband live happily in the Denver Metro area, with their two young boys. She enjoys the great outdoors such as skiing, running, swimming, tennis and helping her sons with their sports.

Heather is a leader, role model, and successful female executive. She is a wife, mother and friend. From all angles of her life, she is genuinely successful, with unlimited potential and an endless amount to offer.