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We’re On A Mission To Ignite Change In The Retirement Planning Industry

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

Dale Sarpard

Wealth Advisor

Joseph Roessler

Wealth Advisor

Sylvia James

Wealth Advisor

Gunner Oury

Wealth Advisor

Abigail Chittum

Retirement Plan Service Associate

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.