Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a
collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each
team member are the key to giving you the best guidance, coaching you towards your real life goals.
Wealth & Asset Management
Investing Consulting
Wealth Protection & Wealth Transfer
Advanced Planning
Relationship Management
Check out what our clients have to say about us!
"Trilogy FS is like a financial family. I am appreciative of the care, promptness, and genuine nature of the advisors. Eric and Gunner are great to work with, kind, and helpful. It means a lot to me that while we are starting out with building a sound financial future, I have a great team to come to for assistance and guidance! Very thankful for a great team!"
"Windus is very attentive to my personal needs, likes, and has helped me with plans for the future. I appreciate her knowledge and how she is taking care of my finances."
"I love you guys and frankly love your clients too. It’s so wonderful to be able to connect with wonderful people who care and share their lives and experiences."
"I can't believe that 7 years ago she told me I could retire at 62. She's aiming to make this happen. She's exceeded our financial goals."
