Plan Your Wealth. Preserve Your Legacy.
Uncovering gaps and opportunities in financial and estate planning.
Connect with Us
Diane Zing, CSA
Trilogy Financial
Senior Vice President of Wealth Management
Diane.Zing@trilogyfs.com
(303) 749-6115
Nya Nyapamba
Trilogy Financial
Wealth Associate
Nya.Nyapamba@trilogyfs.com
(303) 300-3323 x5127
Brecht Van Waes
Trilogy Financial
Wealth Management Assistant
Brecht.Vanwaes@trilogyfs.com
(303) 300-3323 x5134
Jonathan Day
Elevate Wealth Planning
Founder & Managing Attorney
Day@elevateestateplanning.net
(303) 566-0614
Gus Place
Elevate Wealth Planning
Special Counsel
Gus@elevateestateplanning.net
(303) 829-2131
Elevate Estate Planning are not affiliated with LPL Financial or Trilogy Financial. Nothing presented at this event should be considered individualized investment, legal, or tax advice.