Money is something every couple talks about and struggles with at some point and it can be one of the biggest sources of stress in a relationship. Add kids to that, and you’ve got even more financial demands and desires to think about. It’s something Chris and I constantly have to work on and we’re still not where we’d like to be in the twilight of our careers. But outside of winning the lottery, how can we fix our financial woes? Is it too late for us?
Trilogy targets aviation professionals in largest deal of the year
Trilogy Capital of Irvine, Calif., acquired Mountain Capital Investment Advisors of Westminster, Colo. Mountain Capital has spent 15 years as a standalone SEC-registered investment adviser and has more than $1 billion in total client assets.
The deal, which Trilogy described as its largest of 2026, represents its 11th office and second location in Colorado. The firm also has operations in California, Arizona and Massachusetts.
Brandt Burns, a Marine Corps veteran and former airline pilot, founded Mountain Capital in 2011. The firm serves individuals, families and small businesses, and it specializes in aviation professionals, and its staff includes current or former pilots and airline leaders.
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Trilogy Capital recruited Steve Whitman as Senior Vice President of Wealth Management in its San Diego office. Whitman previously managed approximately $225 million in client assets at Morgan Stanley.
According to Trilogy, Whitman has worked with affluent families around the world on financial strategies spanning multiple generations.
“Steve is exactly the kind of distinguished advisor we want at Trilogy,” said Jason Inglis, Chief Development Officer, Trilogy. “His four decades of experience and client-centric approach reflect the values our firm was built on, and we are proud to welcome him to Trilogy.”
“Trilogy provides the depth of resources and a team of experienced advisors to partner with,” said Whitman. “Clients will have access to Trilogy’s broader resources, including investment management, comprehensive advanced wealth planning and tax preparation. This move is a real positive for myself and my clients.”
Whitman will work alongside Windus Fernandez Brinkkord, Senior Vice President of Wealth Management at Trilogy. She joined the firm in 2003 and specializes in exit strategies for business owners.
“Steve’s wealth of knowledge and genuine passion for serving his clients is a strong complement to Trilogy’s approach,” said Brinkkord. “We’re excited to partner with him and to offer clients an expanded, collaborative experience.”
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