Thank you for joining us!

We’re so grateful you joined us for an afternoon of fine wine, conversation, and connection. It was a pleasure to share this experience with you, and we hope you enjoyed the day as much as we did.

Your loyalty and support means so much, and we look forward to many more opportunities to gather and celebrate together.

 

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At Trilogy Financial, we are committed to providing our clients with the best possible financial services and support. We are proud to help many individuals and families like you pursue their goals. Share your experience working with our team and Trilogy Financial by clicking the button below.

Connect With Us

Casey Dettorre

Casey Dettorre, CFP®

Sr. Vice President of Wealth Management

keegan tanghe

Keegan Tanghe, AIF®

Sr. Vice President of Wealth Management

Derrick Blanchette

Vice President of Wealth Management

Jonathan Sabat

Wealth Advisor

Sylvia James

Wealth Advisor

Kevin Simpson

Wealth Associate

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