Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim Ryan) … first car: 1975 Chevy Malibu
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Trilogy Capital acquired Mountain Capital Investment Advisors, an independent registered investment advisor based in Westminster, Colorado, with more than $1 billion in total client assets. The transaction represents Trilogy’s largest acquisition of 2026 and expands the wealth management firm to 11 office locations, including two in Colorado.
Mountain Capital has operated independently for approximately 15 years after being founded in 2011 by U.S. Marine Corps veteran and former airline pilot Brandt Burns. The firm serves individuals, families, and small businesses, with a particular specialization in financial planning for aviation professionals.
Its team includes current and former pilots, airline executives, and other aviation industry professionals who provide financial guidance informed by their industry experience.
Mountain Capital will retain its existing brand, leadership team, advisors, and employees following the transaction.
The company also provides tax preparation and consulting services, including….read more.
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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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