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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

Service Associate

Huntington Beach

Sondra Grimminger

Sondra Grimminger

Service Associate

Huntington Beach

Joshua Lopez-Tiana

Joshua Lopez-Tiana

Service Associate

Huntington Beach

Mia Palacios

Mia Palacios

Service Associate

Huntington Beach

Sydney Dena

Sydney Dena

Service Associate

Huntington Beach

Greg Boutchard

Greg Boutchard

Trader

Huntington Beach

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