Management Team

Experienced Advisors

Heather Klutznick, Regional Vice President

A part of the Trilogy team since its inception, Heather Klutznick currently serves as a Regional Vice President in the Denver office. She brings more than 10 years experience in the financial services industry to her role.

Heather graduated in 1990 with a BA in Economics from Colorado University at Boulder. Prior to Trilogy, she was a buyer for Williams-Sonoma in San Francisco, where she managed a $30 million dollar catalog and travelled extensively around the world.

A Top Producer for her office, Heather was the #1 Managing Partner amongst Trilogy Offices for 3 years in a row from 2001 to 2003. Her focus is on helping clients build a better future, and achieve their financial goals. She also enjoys giving motivational meetings and individually coaching her staff. Heather’s licenses include 7, 24, 65, 63, 51 and 6. She also has Health, Life, Variable and LTC licenses.

Heather and her husband have 2 young boys. She enjoys outdoor sports such as skiing, running, swimming and cycling.

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