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Fast-track your

financial success

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.

• Discuss your specific goals and dreams.
• A fiduciary-level conversation surrounding your financial situation.
• An understanding of the advisor relationship and compensation.
• How we build a financial plan and where we may be able to help.
• Retirement and investment planning.
• Life Insurance and protection planning.
• Cash flow management.
• Retirement savings.
• Business owner? We can help you too.

Schedule your no-strings-attached phone call now.

Our

financial advisors

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 life.”
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 Huisinga,Senior 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 Dettorre,Senior Vice President of Wealth Management
“Financial wellness is a combination of meaningful planning, discipline, perseverance and a deep understanding of our values.”
Katie DonnellyABFP™, Wealth Advisor
“What drives me is helping people become a better version of themselves through defined financial strategies.”
oseph 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 clients do.”
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
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  • Exclusive, high-yield portfolios
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Will you have

enough?

Don’t let financial worries keep you up at night.
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.
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Smarter,

not harder

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:
  • Play-Icon Hidden taxes and fees that nibble at your returns
  • Play-Icon Unforeseen pitfalls that threaten financial growth
  • Play-Icon Unnecessary risks that jeopardize your retirement dreams
Why go-it-alone when you could have a professional guide?
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Amplify your

wealth today

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.
Our core pillars of financial services:

401k Retirement Planning

Wealth & Asset Management

Estate Planning Strategies

Investment Strategies

College & Education Planning

Insurance
Services

Meet My Advisor

Fast-track your

financial success

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.
Click below to schedule your no-strings-attached portfolio review, TODAY.

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.

  • © 2023 Trilogy Financial Services, Inc. All Rights Reserved.

Investment

Insights

Years of professional financial advice, delivered straight to your inbox.
  • Exclusive, high-yield portfolios, beyond the reach of the average investor
  • Tax-smart strategies that aim to keep more money in your pocket
  • Real-time portfolio adjustments, focused on capturing market peaks and valleys
  • Risk mitigation approaches, safeguarding your lifelong dreams
You agree to opt-in to receive communications from TFS.