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Get Started on Your Financial Life Plan Today
Woburn Team
Simplicity is Key
Sometimes it’s not easy to make a financial decision. Have I considered all avenues? What does my partner think? Is this my best option? What is my opportunity cost?
At Trilogy, we coach you through these tough conversations and help our clients break down all of their financial goals into easy-to-understand ideas and executable tasks that prioritize your individual values above all else.
Our mission is to provide comprehensive financial services to everyday Americans and our passion is serving our New England community.
You tell us what your goals are, we’ll tell you how to get there.
- Wealth & Asset Management
- Life Insurance
- 401(k) & Retirement Planning
- Saving for College
- Social Security
Meet Your Financial Team
TOM ELKINS, AIF®
MANAGING VICE PRESIDENT
- Dave Ramsey SmartVestor Pro*
- Wealth Management
- Investment Planning Strategies
- Retirement Planning
- 401(k) & 403(b)
- Tax Strategies
DALE SARPARD
SENIOR VP OF WEALTH MANAGEMENT
- Wealth Management
- Asset Management
- 401(k) & Retirement Planning
- Financial Coaching & Planning
- Investment Strategies
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.