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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 Operations Officer

Sydney Sorensen, FPQP™

Service Manager

Christi Eynon

Service Manager

Sondra Grimminger

Client Care Lead

Mia Palacios

MACK Associate Supervisor

Haylee Paladini

Service Associate III

Dean Caldarelli

Service Associate II

Austin Condon

Service Associate II

Thania Cortez

Service Associate II

Desire Gonzalez

Service Associate

Abby Bonilla

Service Associate

Valeria Mejia

Service Associate

Adam Hepburn

Service Associate

Anne Dang

Service Associate

Jordan Godoy

Service Associate

Joy Del Rosario

Service Associate

Kory Lai

Service Associate

Lori Ovalle

Service Associate

Sydney Nguyen

Service Associate

Karen Czarke

Service Transition Specialist

Janet Lloyd

Operations Manager

Alison Candelaria

Lead Office Coordinator

Georgina Castillas

Senior Office Coordinator, Teams

Heather Quinlan

Office Coordinator

Sherry Tatreau

Office Coordinator

Kristine Janicki

Office Coordinator

Erica Fiorentino

Office Coordinator

Cynthia Rubio

Office Coordinator

Tanya Uriostegui

Office Coordinator

Joselle Tupaz

Office Coordinator

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.