Our Advisors Have a Wealth of Knowledge for Every Situation
With a variety of backgrounds, our Wealth Managers bring knowledge in various industries in addition to their financial expertise. From individuals looking to save for their children’s college funds to entrepreneurs working hard to make their small business a success, we have someone who can help create financial strategies for your personal life journey. Our Advisors aren’t just here to make recommendations for financial investments and products; they are your Life Plan coach who will guide you and cheer you along every step of the way.
Along the breezy California coast, our San Diego financial professionals are here to serve you.
At Trilogy, our Wealth Managers have years of financial experience and hands-on knowledge of other industries. In our San Diego office, our Advisors have service offerings and financial advice for businesses and individuals, including:
Family Financial Plans
Your family should all be part of your financial planning. From saving for big-ticket items and college funds to creating an estate plan, it’s important everyone knows where you stand and what the goals are. We can help coach your family as a team in creating a Life Plan that works for everyone. Read more in our blog.
Long Term Care Planning
We hope you live a long healthy life, but increasing longevity may also bring the need for caregiver assistance. Insurance doesn’t cover it, so you need to budget for it. We can help you work it into your Life Plan so help is there when you need it. Read more in our blog.
Tax Planning Advice
Everyone has to pay taxes, but our Wealth Advisors can help you strategize and understand what you owe and how to budget for it. We’ll also help you seek to ensure you’re not overpaying money that you could be putting into your investments. Read more in our blog.
Plus much more.
With Trilogy, you don’t just have an Advisor; you have a whole team in your corner.
Our experienced professionals are investment fiduciaries. They are specialists in planning techniques, planning software and bring decades of experience in advanced protection planning. Their distinctive abilities enable us to give you customized guidance — coaches that will move toward achieving your real-life goals.
Our San Diego location features a strong leadership team that includes
Windus Fernandez Brinkkord, AIF® – is a VP of Wealth Management. She is a relationship builder who works with her clients to visualize a pathway to success and help them change course along the way if needed. She has a background in property management and works hard to foster a culture for other professionals to grow in their business. She is a member of the professional groups, Connected Women of Influence, 6 Degrees San Diego and SPIRE. She is also a board member for Traveling Stories literacy programs. She is an Investment Advisor Representative with Trilogy Capital, Inc., where she holds her Series 65 Registration. She also holds her Series 6, 7 and 63 Registrations with LPL Financial, as well as holds a Life Insurance License.
Howard Bolotin – is Senior Vice President Of Wealth Management. He’s been involved in business management and finances for over 45 years. Having run a retail furniture business for 22 years in Pennsylvania and Ohio, Howard understands the financial situation of small business owners. Howard specializes in risk management, tax and investment strategies and distribution planning. He focuses on working with individuals and small businesses to provide solutions that help them pursue their financial goals. Howard educates his clients to help address their concerns and to help them make more informed decisions. He is an avid supporter of Jewish Family Services, Hillel of San Diego, Moore’s Cancer Center and the Multiple Sclerosis Foundation. He holds the Series 65 registration with Trilogy Capital, Inc., along with the California Life, Health, Disability and a Long Term Care License.
Eric Johnson, AIF® – is a Wealth Advisor. He grew up in the home of a pastor who instilled the core values of faith, integrity and hard work. Eric is passionate about coaching people whose lives have become too busy or complex to focus on the necessary details of financial planning. His clients include business owners, pre-retirees, mid-career singles and families. Eric strives to make all of his clients feel comfortable with financial decisions by building relationships and offering education and guidance. Eric graduated from Vanguard University with a degree in Business-Organizational Management. He is a SmartVestor Pro**.
Gunner Oury – is a Wealth Advisor. He will be the first to tell you he is a people person. His genuine interest in others, strong communication skills and penchant for leadership help him connect with individuals from all walks of life. Gunner is an Encinitas native and his 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 successfully pursued his Financial Planning degree from Colorado State University. He holds the FINRA Series 65 registration with Trilogy Capital as well as the California Life, Accident and Health Insurance License.
Doug Stroot – is a Wealth Advisor. With almost 25 years of experience as a Wealth Advisor and Manager, Doug believes that by sharing his expertise, presenting options and educating his clients, they can make important decisions. He recognizes that today’s financial decisions can have multi-generational impacts on families, so he involves other family members as appropriate in the financial planning process. Doug earned degrees in Business Economics and Philosophy at the University of California, Riverside. He holds Series 7, 24, 51 and 63, registrations through LPL Financial, and the Series 66 registration with LPL Financial and Trilogy Capital. He is also licensed to sell and service Health, Life and Long-Term Life Insurance. Doug is affiliated with LPL Financial where he is currently a registered principal.
Gary Sussman, CFP® – is a Wealth Advisor. His commitment to his clients’ financial success stems from witnessing his grandfather’s hard-earned nest egg be mismanaged by both his grandfather and his grandfather’s financial advisor. Gary’s goal as a financial planner is to make a positive difference for his clients and his team. He has managed and trained some of the most successful Advisors in the firm. A native of South Africa, Gary immigrated to San Diego and graduated from San Diego State University with a degree in Business Administration in Finance. With nearly 20 years of experience, Gary is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 66 Registration (also held with LPL Financial). He also holds his Series 6, 7 and 63 registrations with LPL Financial, as well as California Life, Disability, Long Term Care certifications and California Insurance License. He is also associated with Provisors, a business networking organization.
*Recognizes and celebrates 40 nominated San Diego residents, men and women under the age of 40, who have made outstanding contributions to their professions, industries or San Diego as a whole.
**The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL Financial.
Let’s Build a Strong Financial Future – Together
Whether you need financial planning for your family or your business, we have the types of financial advisors that have experience in both. No financial situation is too complex for our Advisors. They can help you create a strategy to meet your short- and long-term goals.
Howard Bolotin, Daniel Javier, John Ronan and Noah Santo Domingo are solely investment advisor representatives of Trilogy Capital, and not affiliated with LPL Financial.