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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

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irvine   BRANCH OFFICE
2601 Main Street, Suite 200, Irvine, CA 92614
As one of Trilogy's first and largest branches, Trilogy's Irvine branch has been helping Orange County families, individuals and small businesses pursue their financial independence.
(949) 221-8105

MEET THE IRVINE ADVISORS

Jim Young
Managing Vice President
Jim comes from a diverse background in the hospitality industry focusing as a chef in restaurants and hotels. This training has helped...
(949) 536-2096

Jeffrey Brummett
Wealth Advisor
Jeffrey Brummett comes from a service orientated background in the hospitality industry, working for a world famous resort in Anaheim for over a decade.
(949) 221-8105 x2108

Scott Babbitt
Vice President of Investments
Scott Babbitt believes that financial planning must always be individualized, never generalized. That's why he makes sure that his clients...
(949) 221-8105 x2106

Tom Bennett
Wealth Advisor
Tom Bennett is a Training Manager for the Irvine, California office. He is responsible for financial education of both his current clients...
(949) 221-8105 x2112

Clayton Cornhall
Financial Advisor
From a young age, Clayton Cornhall has always been involved with and passionate about athletics. The competitive nature of sports is what...
(949) 221-8105 x2232

Jerry Dalo
Financial Advisor
Jerry Dalo, your personal financial advisor is a firm advocate and practitioner of comprehensive financial planning process. He holds the...
(949) 221-8105 x2333

Sam Darden
Financial Advisor
Sam has a passion for giving financial education and guidance to his clients. This approach allows clients to have a better understanding of...
(949) 221-8105 x2190

Joe Fischman
Vice President of Investments
As a Vice President of Investments for Trilogy Financial, Joseph Fischman prides himself on helping individuals achieve financial...
(949) 221-8105 x2105

Tristen Gadberry
Wealth Advisor
One of the things that separates Tristen is his never-ending desire to improve, to constantly be better in life. Whether it’s being a better communicator...
(949) 221-8105 x2155

Ahmed Ghulamali
Vice President of Wealth Planning
An Industry veteran since 1994, where Ahmed was associated with AIG Sun America Securities, he joined Trilogy Financial Services in October...
(949) 221-8105 x2103

Mike Loo
Vice President of Investments
With over 20 years of experience in the financial services industry, Mike Loo has spent the majority of his time committed to learning...
(949) 221-8105 x2128

Elizabeth Mothershed
Financial Executive
Elizabeth started in the Financial Services industry in 1998. Since 2001 she has loved being a part of the Trilogy Financial team...
(949) 221-8105 x2109

Eric Myre, AIF®
Senior Vice President of Wealth Planning
Armed with an exuberant personality, keen business acumen and experience in wealth management, Eric Myre has emerged as one of the leaders...
(949) 221-8105 x4104

Marie Shtilkind
Wealth Advisor
Marie Shtilkind’s lifelong passion has been to help those in need. She was a big dreamer in school, thinking up ways to change lives, be it through charity or through action.
(949) 221-8105 x2113

Andy Tenzer
Vice President of Investments
Andy started with Trilogy Financial in September of 2001 with the mindset that everyone he came in contact with would not have to spend...
(949) 221-8105 x2104

David Willett
Vice President of Wealth Planning
Since establishing his financial advisory career with Trilogy Financial in 2004, David has built a successful practice by way of a simple approach to planning...
(949) 536-2040

Alison Candelaria
Operations Administrator
(949) 221-8105 x2225

 

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