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Corona Team

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.
  • Wealth & Asset Management
  • Investing Consulting
  • Wealth Protection & Wealth Transfer
  • Advanced Planning
  • Relationship Management

Check out what our clients have to say about us!

“My wife and I met our advisor, Nathan Brown about 11-12 years ago. Over the years, he has educated us as far as managing our investments wisely and with becoming more financially literate. Mr. Brown’s warmth and expertise in financial planning have always left us feeling encouraged and supported. I can't say enough good things about Nathan Brown, whom I heartily recommend. Thank you very much Nathan Brown and Trilogy Financial.”
Alex N.This statement is a testimonial by a client of the financial professional as of 05/06/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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Meet Your Financial Team

NATHAN BROWN

SENIOR VICE PRESIDENT OF WEALTH MANAGEMENT
  • Investment Planning Strategies
  • Saving for Retirement
  • Retirement Transition
  • Saving for College
  • Teaching Children Financial Literacy
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SCOTT NAIMAN, RICP®

SENIOR VICE PRESIDENT OF WEALTH MANAGEMENT
  • Retirement Planning
  • Social Security
  • Retirement Income Needs
  • Mortgage Decisions
  • Medicare Planning
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KATIE DONNELLY, CFP®, ABFP™

WEALTH ADVISOR
  • Retirement Planning
  • Education Planning
  • Insurance & Risk Management
  • Wealth Management
  • Estate Planning Strategies
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JOSEPH ROESSLER

WEALTH ADVISOR
  • Investment Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Planning
  • Wealth Management
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JANEANE VENA

WEALTH ADVISOR
  • Wealth Management
  • Retirement Planning
  • Risk Management
  • Investment Planning Strategies
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Contact Us

980 Montecito Dr. #108 Corona, CA 92870 | Office: (951) 738-1100

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

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About Us

Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.

© 2024 Trilogy Financial Services, Inc. All Rights Reserved.

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