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Get Started on Your Financial Life Plan Today

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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

Tom Elkins

Senior Vice President

Woburn

Dale Sarpard

Dale Sarpard

Wealth Advisor

Woburn

Joseph Roessler

Joseph Roessler

Wealth Advisor

Corona

Sylvia James

Sylvia James

Wealth Advisor

Corona

Gunner Oury

Gunner Oury

Wealth Advisor

San Diego

Abigail Chittum

Abigail Chittum

Retirement Plan Service Associate

San Diego

Call Us To Get Started. (844) 356-4934