Client Support Specialist

Atenas Martinez, FPQP™

San Diego
Client Management
Advisor Support
Document Preparation & Compliance
Client Education & Communication

Client Support Specialist

Atenas Martinez, FPQP™

San Diego
Client Management
Advisor Support
Document Preparation & Compliance
Client Education & Communication

Get to Know Atenas

Atenas joined Trilogy Financial in 2021 as an Office Coordinator, where she gained a strong understanding of the behind-the-scenes work and the importance of providing thoughtful service to clients.

Over the years, she has grown within Trilogy and become an important part of Windus Fernandez Brinkkord’s team and a valuable resource for clients. She has since earned her Financial Paraplanner Qualified Professional™ (FPQP®) designation and Series 65 license, allowing her to grow into her current role as Client Support Specialist and work more directly with clients. Today, Atenas works closely alongside Windus to assist clients with their ongoing needs and make sure they feel supported in their financial journey.

Outside of work, Atenas loves reading, traveling, Disneyland, and rugby. Giving back is also important to her, frequently volunteering through her church and outreach programs supporting homeless shelters in Mexico. She enjoys traveling and hopes to take an African safari and see the gorillas in Uganda and Rwanda.

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Meet Atenas’s Team

Scroll through to see each of the Advisors

Windus_2026_FV
Senior Vice President of Wealth Management

Windus Fernandez Brinkkord, AIF®, CEPA

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Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

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