HUNTINGTON BEACH TEAM

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

Meet Your Financial Team

tom walden

Tom Walden

Senior Vice President of Wealth Management
Estate Planning Strategies
Exit Strategies
Asset Management
Wealth Transfer
Comprehensive Financial Planning

Hallie Dena

Client Service Associate III
Wealth Management
Inherited Wealth
Female Investors
Young & Married
Single High Income

Brittany Cadena

Client Service Associate
Internal Partner
Reporting Consultant
Docusign Specialist
Email: brittany.cadena@trilogyfs.com
Call: (949) 852-7834, ext. 1234

Contact Us

17011 Beach Blvd. #101, Huntington Beach, CA 92647 | Office: (714) 843-9977

Get Started on Your Financial Life Plan Today