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Our 401K & Qualified Plans Team

Meet the team that is supporting Trilogy Financial Advisors on our mission to provide comprehensive financial planning services to people across America.

Our mission, our approach to retirement, and qualified planning start with them.

Plans we can help you with:
401(k)
Simple IRA
SEP
403(b)
Non-qualified plans
Profit Share
Cash Balance and Defined Benefit Plans
ESOP

Our Services

Co-fiduciary services 3(21) & 3(38) Investment Menu Design Monitoring of Investments Investment Policy Statement Plan Design Consulting Financial Wellness Programs Fiduciary Advice for Employees Enrollment Meetings One-on-one Employee Assistance Fiduciary Training for Plan Committees Benchmarking Services and Fees of Retirement Plan Vendors

Tom Elkins

Senior Vice President

Woburn

Dale Sarpard

Wealth Advisor

Woburn

Joseph Roessler

Wealth Advisor

Corona

Sylvia James

Wealth Advisor

Corona

Gunner Oury

Wealth Advisor

San Diego

Abigail Chittum

Retirement Plan Service Associate

San Diego
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.

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