We’re On A Mission To Ignite Change In The Financial Planning Industry

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:

To help motivated Americans build financial independence.
eric perkins

Eric Perkins

Chief Operating Officer

Christi Eynon

Operations Manager

Sondra Grimminger

Client Care Supervisor

Mia Palacios

MACK Service Team Manager

Haylee Paladini

MACK Service Team Manager

Hallie Dena

Client Service Associate III

Atenas Martinez

Client Service Associate

Adam Hepburn

Client Care Associate

Austin Condon

Service Associate III

Abby Bonilla

Service Associate III

Thania Schiwek

Service Associate II

Sydney Dena

Service Associate II

Jordan Godoy

Service Associate II

Kory Lai

Service Associate II

Joy Del Rosario

Service Associate II

Lori Ovalle

Service Associate

Yvonne Dohman

Service Associate

Jessica Calderon

Service Associate

Janet Lloyd

Service Transition Specialist

Alison Candelaria

Office Coordinator Manager

Georgina Casillas

Lead Office Coordinator

Kristine Janicki

Senior Office Coordinator

Sherry Tatreau

Office Coordinator

Joselle Tupaz

Office Coordinator

Cynthia Rubio

Office Coordinator

Tanya Uriostegui

Office Coordinator

Colleen Sanders

Office Coordinator

Lydia Provencio

Branch Receptionist

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