Bypass the learning curve and
lean on those who've conquered it.
At Trilogy Financial Services, we live to coach you through it. Our signature process and professional advisors will guide you on your path to financial success.
Find Out More: Click to discover what your 15-minute call includes.
Schedule your no-strings-attached phone call now.
share their thoughts.
“Continuous progress is imperative if you want to live the life you dream of.”
Dale SarpardWealth Advisor
“Three reasons why my clients choose me: 1) I make a great first impression,
2) I speak at their level and 3) I ask to earn their trust.”
Jeffrey Hackbarth, CFP®Senior Vice President of Wealth Management
“My goal as an Advisor is to bring organization and clarity to my client’s
financial house. I love what I do because I get to see clients reach their
dreams and have been doing so for 20 years.”-
Perry Johnson III, AIFVice President of Wealth Management
“A personal, thorough and flexible financial plan is the key to a worry-free
Claudia LinWealth Advisor
“We all have the power to improve ourselves and our future. I love partnering
with my clients to help them pursue their most important goals.”
Kathleen MunizWealth Advisor
“One of the most valuable assets is a financial roadmap to the future and a
co-pilot to help navigate when life gets confusing.”
Justin TyrrellWealth Advisor
“Does your plan leave a legacy? Mine does, and yours should too.”
Todd GurvisVice President of Wealth Management
“I see my job as a Hero Maker, never the Hero in your financial story.”
Mark HammillWealth Advisor
“I love helping people realize that their financial goals are possible.”
Gonzalo De Leon PlataVice President of Wealth Management
“The key to a successful financial future is about time in the markets, not
timing the markets.”
David HuisingaSenior Vice President of Wealth Management
“I’ll put the work in for you today that others won’t so you can do tomorrow
what others can’t!”
Michael FibigerVice President of Wealth Management
“The greatest reward of being a financial advisor is seeing clients move
toward achieving their goals.”
Paul Moore, ESQ.,CDFA®Wealth Advisor
“I take a holistic approach with financial planning to help my clients best
prepare for the financial needs their lifestyle requires.”
Diane Zing, CSAVice President of Wealth Management
"A concierge level of financial planning is the commitment I make to each one
of my clients. I provide the highest level of open communication, follow-up
and customer service. I work hard each and every day and vow to always act
in the best interest of my clients.”
Casey DettorreSenior Vice President of Wealth Management
“Financial wellness is a combination of meaningful planning, discipline,
perseverance and a deep understanding of our values.”
Katie Donnelly, ABFP™Wealth Advisor
“What drives me is helping people become a better version of themselves
through defined financial strategies.”
Joseph RoesslerWealth Advisor
“From start to finish, with every client that comes into my office, I make the
process fun and enjoyable for everyone.”
Keegan Tanghe, AIF ®Senior Vice President of Wealth Management
“I was a client of Trilogy and after a few years of working with an Advisor, I
knew that I wanted to make an impact on others as well.”
Janeane VenaWealth Advisor
“The most important part of the work we do with our clients is managing
behaviors. Planning is not about what the markets do, it’s about what my
Jim YoungVice President of Wealth Management
“My goal is to provide a meaningful impact on the lives of my clients and the
people they care most about.”
Mike LooSenior Vice President of Wealth Management
Years of professional financial advice, delivered straight to your inbox.
Exclusive, high-yield portfolios
Real-time portfolio adjustments
Risk mitigation approaches
You agree to opt-in to receive communications from TFS.
Every financial choice you make now, carries the weight of your future. It's time to address the question and quell the anxiety, because running out of money in your golden years is not an option you want to consider.
It’s not about how much you earn,
but how you manage it.
If you aren't an expert investor, then chances are your money isn't working as hard as it could be. DIY (Do-It-Yourself) approaches can result in overlooked opportunities and stinging losses, especially given the intricacies of today's market dynamics and shifting tax laws. Going solo may seem easier, but a good investor will help you avoid:
Hidden taxes and fees that nibble at your returns
Unforeseen pitfalls that threaten financial growth
Unnecessary risks that jeopardize your retirement dreams
Why go-it-alone when you could have a professional guide?
Get the investment results you want
with the help of qualified professionals.
Instead of years mastering finances, partner with those who already have. A dedicated financial advisor can make your money work smarter and harder. Armed with years of market experience, we simplify the financial complexities that have been plaguing you and keeping you up at night.
Some advisors associated with this material are registered representatives of LPL Financial (“LPL”) and are Investment Advisor Representatives (“IAR’s”) for Trilogy Capital Inc. (“TC”). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.