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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 Operations Officer

Irvine

Sydney Sorensen, FPQP™

Sydney Sorensen, FPQP™

Service Manager

Irvine

Christi Eynon

Christi Eynon

Service Manager

Denver

Sondra Grimminger

Sondra Grimminger

Client Care Lead

Irvine

Mia Palacios

Mia Palacios

MACK Associate Supervisor

Irvine

Dean Caldarelli

Dean Caldarelli

Service Associate II

Irvine

Haylee Paladini

Haylee Paladini

Service Associate III

Irvine

Desire Gonzalez

Desire Gonzalez

Service Associate

Irvine

Thania Cortez

Thania Cortez

Service Associate

Irvine

Austin Condon

Austin Condon

Service Associate

Irvine

Madeline Sheppard

Madeline Sheppard

Service Associate

Irvine

Valeria Mejia

Valeria Mejia

Service Associate

Irvine

Adam Hepburn

Adam Hepburn

Service Associate

Irvine

Alison Candelaria

Alison Candelaria

Lead Office Coordinator

Irvine

Georgina Casillas

Georgina Casillas

Senior Office Coordinator

Corona

Heather Quinlan

Heather Quinlan

Office Coordinator

Denver

Sherry Tatreau

Sherry Tatreau

Office Coordinator

Huntington Beach

Kristine Janicki

Kristine Janicki

Office Coordinator

West Covina

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