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    Our Trilogy Service Team

    Meet the team that is supporting Trilogy Financial Advisors on our mission to provide comprehensive financial planning services to people across America.

    Our mission, our approach to financial planning and our commitment to our clients starts with them.

    Our Mission:

    Provide opportunities for people to live their best lives.

    Eric Perkins

    Eric Perkins

    Chief of Services

    Huntington Beach

    Sydney Perkins

    Sydney Perkins

    Service Manager

    Huntington Beach

    Christi Eynon

    Christi Eynon

    Service Manager

    Huntington Beach

    Benjamin Vazquez

    Benjamin Vazquez

    Wealth Advisor

    Huntington Beach

    Sondra Grimminger

    Sondra Grimminger

    Service Associate

    Huntington Beach

    Mia Palacios

    Mia Palacios

    Service Associate

    Huntington Beach

    Sydney Dena

    Sydney Dena

    Service Associate

    Huntington Beach

    Grant Rafferty

    Grant Rafferty

    Service Associate

    Huntington Beach

    Jesus Ceja

    Jesus Ceja

    Service Associate

    Huntington Beach

    Peter Tolkes

    Peter Tolkes

    Service Associate

    Huntington Beach

    Andrew Zuiderveld

    Andrew Zuiderveld

    Service Associate

    Huntington Beach

    Call Us To Get Started. (844) 356-4934