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    • Trilogy Financial acquires two firms, $160 million in AUM

      The addition of E. F. Heagan & Associates and Mandichak Investment Retirement & Estate Planning brings more than 500 new clients. Trilogy Financial Services, a Huntington Beach, California-based hybrid managing $3 billion, has acquired E. F. Heagan & Associates of San Juan Capistrano, California, and Mandichak Investment Retirement & Estate Planning, of Laguna Niguel, California. Terms of the acquisitions were not disclosed. The two firms add $160 million in assets ... Read more
    • Working Well: Mike Broker Of Trilogy Financial Services On How Companies Are Creating Cultures That Support & Sustain Mental, Emotional, Social, Physical & Financial Wellness

      An Interview with Karen Mangia. — The pandemic pause brought us to a moment of collective reckoning about what it means to live well and to work well. As a result, employees are sending employers an urgent signal that they are no longer willing to choose one — life or work — at the cost of the other. Working from home brought life literally into our work. And as the ... Read more
    • The 5 Essentials for Smart Investing

      By: Jason Hartman | -- As a part of my series about The 5 Essentials of Smart Investing, I had the pleasure of interviewing Mike Broker. Mike Broker is a leader in the financial planning and investing space and understands the need to work diligently in the moment to build something great for the future. He began his fiduciary focused and financial advisory career in the beginning stages of the Great ... Read more
    • 5 Things You Need To Know To Successfully Manage a Team

      By: Authority Magazine | -- As a part of our series about the five things you need to successfully manage a large team, I had the pleasure of interviewing Windus Fernandez Brinkkord. Windus is an senior vice president at Trilogy Financial, a national financial advisory firm. One of the things that sets Trilogy Financial apart from other firms is the dedication to cultivating a team that can best serve and ... Read more
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