A New Customer Experience Model in Financial Services

It’s the time of year when many parents have watched their children graduate from high school. While no doubt proud of their offspring’s achievements, in the back of their heads, all parents wonder about one thing: does my child have good financial habits. As they embark for the first time into that brave new world of adulthood, they’ll also be venturing into the terra incognito of money. Are they prepared?

It’s a challenge for parents to teach their children everything they need to know to ready them for their lives ahead. A good, practical, common sense financial education often falls far to the back of the priority list (though sometimes for good reasons). It shouldn’t. “If there’s one huge gift we as parents can give our kids,” says Jessica Ludvigsen, Sr. Vice President of Retail Banking at Axiom Bank in Orlando, Florida, “it’s the knowledge they need to grow up to be financially stable adults.”

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Trilogy Capital, Inc. (Trilogy), a nationally recognized advisor-founded, -owned, and -led wealth management firm with operations in California, Colorado, Arizona and Massachusetts, announced the acquisition of Mountain Capital Investment Advisors, LLC (Mountain Capital). Based in Westminster, Colorado, Mountain Capital has operated independently for the past 15 years as a standalone SEC Registered Investment Advisor with over $1 billion in total client assets. The addition of Mountain Capital represents Trilogy's largest deal of the year and its eleventh office location and second in Colorado.

“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” said Jeff Motske, CFP®, Co-Founder, President & Chief Executive Officer, Trilogy. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”

Founded in 2011 by US Marine Corps Veteran and former airline pilot Brandt Burns, Mountain Capital was built to guide advisory clients through the financial complexities of their lives, careers and retirements. Today, the firm has a diverse set of individual, family and small business clients, as well as a particular focus on working with aviation professionals. The firm's experienced financial professionals even include current and former pilots, airline leaders and other industry experts who deliver highly specialized financial guidance rooted in real-world experience. Read  more.