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Get Started on Your Financial Life Plan Today

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Colorado State Alumni, Bachelors in Finance

Music Fan

Loves the beach

Will video conference with clients to make it easier

Get to Know Gunner

Gunner is, first and foremost, a trusted people-person. His genuine interest in others, strong communication skills, and penchant for leadership help him connect with individuals from all walks of life.

Upon learning about Financial Planning in an introductory business course, Gunner successfully pursued his Financial Planning degree from Colorado State University. He realized his passion for one-on-one interaction and problem-solving within the financial planning field via a summer internship with Trilogy in 2018. Gunner, an Encinitas native, was proud to return to San Diego and continue his post-grad career with Trilogy.

Gunner’s interest in the financial world stems from growing up in a household of four children and seeing how money affected his family’s choices. He realized from a young age that financial education is essential to living a comfortable life. Gunner is steadfast in his belief that financial literacy is a right rather than a privilege; it is his mission to assist families and individuals in reaching their full financial potential. In his spare time, he can be found at the beach, cooking, and constantly listening to music.

Gunner holds the FINRA Series 65 registration with Trilogy Capital as well as the California Life, Accident, and Health Insurance License.

 

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Meet Gunner’s Team
Scroll through to see each of the Advisors
Senior Vice President of Wealth Management
Windus Fernandez Brinkkord, AIF®, CEPA
Vice President of Wealth Management
Gary Sussman, CFP®

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

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.

Call Us To Get Started. (844) 356-4934