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Meet Sydney’s Team
Scroll through to see each of the Advisors
Senior Vice President of Wealth Management
David Huisinga
(949) 852-7830
meet David
Wealth Advisor
Hallie Dena
(949) 852-7891
meet Hallie

Featured in the News

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Trilogy Financial acquires two firms, $160 million in AUM
The addition of E. F. Heagan & Associates and Mandichak Investment Retirement & Estate Planning brings more than 500 new ...
$2B Trilogy Group Transitions From NPH to LPL
Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate ...
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Insights & Blogs

Millennials and Gen Z Lead Growing Need for Life Insurance in 2023
The pandemic’s economic disruption altered people’s views on a wide range of money topics—from the feeling of financial insecurity to ...
3 Myths About Life Insurance
No one really wants to think about life insurance. But if someone depends on you financially, it’s a topic you ...
What You Need to Know About Life Insurance
Navigating the intricacies of life insurance can be a daunting task, but at Trilogy Financial, we believe that understanding the ...
The Role of Insurance in Financial Planning
Financial planning involves thoughtfully outlining objectives and setting goals in your Life Plan. With anything, the possibility of running into ...
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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.

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