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Alumni of University of San Diego (USD)

Awarded 40 under 40, San Diego Metro*

Passionate about networking & belongs to several groups

Enjoys hiking, biking & surfing

Traveling & camping with family

Will video conference with clients to make it easier

Get to Know Windus

Since joining Trilogy Financial in 2003, Windus has paired success wither commitment to the relationships in her life. She works with her clients to visualize the pathways to their success so they can decide which route is better for them and helps them change gears should their chosen pathway not be as productive as anticipated. Ultimately, she strives to help her clients understand that success isn’t achieved with the first plan but with their long-term relationship and commitment to work together.

Coming from a family background in property management, Windus also wants to help build, create and foster an awesome culture for other professionals to grow their business. She is a member of the professional groups, Connected Women of Influence, 6 Degrees San Diego and Corporate Alliance. She is also a board member for Traveling Stories, an organization that believes in outsmarting poverty through literacy programs.

She is an Investment Advisor Representative with Trilogy Capital, Inc., where she holds her Series 65 Registration.  She also holds her Series 6, 7 and 63 Registrations with LPL Financial, as well as holds a Life Insurance License.

 

*Recognizes and celebrates 40 nominated San Diego residents, men and women under the age of 40, who have made outstanding contributions to their professions, industries or San Diego as a whole.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

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