"Helping people means that every interaction, every decision is based on genuine concerns for their financial needs."
Sally’s #1 philosophy in her financial planning practice is: “Every interaction, every decision is based on genuine concern for your financial needs.” She is an Investment Advisor Representative with Trilogy Capital, Inc. and a Financial Advisor with Trilogy Financial. She holds her Series 65 registration, as well as a California Health, Life and Disability Insurance license. She graduated from California Lutheran University in Thousand Oaks, CA earning her degree in Business Management.
She is committed to building long-term relationships, providing motivation and inspiration to her clients. She understands the importance of a relationship with open-communication, staying in contact with her clients by reviewing their financial situation on a continual basis, and staying adaptable to life changes to insure her clients remain on track as life happens.
As a software engineer for a Fortune 500 company, she understands the need for comprehensive planning using skill sets that require an eye for details, analytics, and a passion to continue to research and learn more so her clients can pursue their financial goals. She is able to apply the technical ‘how to’ developed from the corporate level with her small business and individual clients.
Sally balances her life between helping clients to live fulfilled lives, while fulfilling her own life. She has 3 grandsons who remind her to appreciate everyday. Her family can’t say ‘No’ to experiencing new outdoor adventures together, but they also enjoy ‘friendly’ board game nights with fun loving competitiveness.