Press Coverage

Read insights from our financial planning experts and other thought leadership articles featured in the news.

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August 26, 2022
The addition of E. F. Heagan & Associates and Mandichak Investment Retirement & Estate Planning brings more than 500 new clients. Trilogy Financial Services, a Huntington Beach, California-based hybrid managing $3 billion, has acquired E. F. Heagan & Associates of San...
By Authority Magazine
June 9, 2022
An Interview with Karen Mangia. — The pandemic pause brought us to a moment of collective reckoning about what it means to live well and to work well. As a result, employees are sending employers an urgent signal that they are no...
By Authority Magazine
April 8, 2022
By: Jason Hartman | — As a part of my series about The 5 Essentials of Smart Investing, I had the pleasure of interviewing Mike Broker. Mike Broker is a leader in the financial planning and investing space and understands the need to work...
By Authority Magazine
March 20, 2022
By: Authority Magazine | — As a part of our series about the five things you need to successfully manage a large team, I had the pleasure of interviewing Windus Fernandez Brinkkord. Windus is an senior vice president at Trilogy Financial, a national...