Vice Presidents

Michael Barrows, Vice President of Investments

Michael has many passions in life, two of which are working with numbers and helping People. For Michael, financial planning has allowed him to combine those two. “It’s been more than 10 years in the industry and with the support I receive from Trilogy I am able to focus on what’s important to my clients and their families.”

With a focus on providing comprehensive advice and his passion of assisting people on their path to financial independence, Michael’s practice assists a broad range of clients, from those in the height of their career to someone transitioning into retirement. A business minded person, Michael understands the needs of business owners and thrives at helping entrepreneurs with their complex needs.

An Investment Adviser Representative with National Planning, Michael holds his Series 7, 63 and 66 licenses, as well as the California Health, Life and Disability Insurance #OC18585.

Michael has fond memories about growing up in Central New York. But with great ambitions for him and his family, a U-Haul was packed and Michael and his wife moved to California in early 1995 and “never looked back”.

His wife Samantha, their 8 year old son Matthew and 3 year old daughter Sofia reside in Trabuco Canyon. Michael enjoys golf and recently decided to take on the challenge of horseback riding with Samantha. As a New Yorker, his favorite sports teams are the Yankees and the New York Giants.