While past decisions and future dreams are important in understanding clients and how to help them, focusing on the present allows Hallie to design financial plans with clients that are unique and specific to them. With a guided roadmap, clients are able to take steps towards futures that they envision for themselves.
Hallie began her career at Trilogy in 2013 as a Recruiting Team Member where she made it her mission to find, not only qualified but, highly passionate individuals to join the Trilogy Family in making a quality difference in people’s lives and financial futures. From being immersed in the company culture of “improving people’s tomorrows,” experience with volunteering and passion for helping people, she decided to make a career change. In 2016 Hallie completed Trilogy’s extensive Associate Training Program and began her practice as a Financial Advisor. Hallie holds her series 65 with Trilogy Capital and Life & Health California Insurance License #0L93698.