Cary Boring

Cary Boring is a fixer. In fact, prior to his time with Trilogy, he worked for ten years as an application engineer, fixing
problems with new solutions on military spec electronics. He transitioned into financial planning out of his desire to have
an effect on people rather than just things.

Cary enjoys golf, tennis, fishing and recently pickleball. Cary has been married to Truly for 27 years and they have two daughters
— Baylor, who is 22, graduated from Cal State Chico and is currently living in NYC, and Tenley, a Senior at Newport Harbor High School and will attend the University of Oregon.

While his passion is to help others, he does recognize that his role as a Financial Advisor is more facilitator than fixer. His
personal motto is: “Theory means nothing unless you practice it”. This is why he works with his clients to show them how their actions impact their own specific path to financial independence.

With more than two decades of experience with Trilogy and in the financial industry, Cary specializes in complete fee-based
planning with an emphasis on distribution and estate strategies. He is an Investment Advisor Representative with
Trilogy Capital, Inc. He holds his Series 7, 63 and 66 Registrations with LPL Financial and also holds a Life and Long
Term Care License

* The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.