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Get Started on Your Financial Life Plan Today

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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

Sydney Sorensen

Service Manager

Irvine

Christi Eynon

Christi Eynon

Service Manager

Denver

Benjamin Vazquez

Benjamin Vazquez

Wealth Advisor

Irvine

Nick Dalafu

Nick Dalafu

Wealth Advisor

Irvine

Sondra Grimminger

Sondra Grimminger

Service Associate

Irvine

Mia Palacios

Mia Palacios

Service Associate

Irvine

Dean Caldarelli

Dean Caldarelli

Service Associate

Irvine

Abby Chittum

Abby Chittum

Service Associate

Irvine

Kaylee Stubblefield

Kaylee Stubblefield

Service Associate

Irvine

Haylee Paladini

Haylee Paladini

Service Associate

Irvine

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