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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.

 

  

san diego   BRANCH OFFICE
12520 High Bluff Drive, Suite 140, San Diego, CA 92130
With a diverse staff who specializes in helping San Diegans balance their passion for work and play, Trilogy is here to help you navigate the waters wherever your story takes you.
(858) 755-6696

MEET THE SAN DIEGO ADVISORS

Windus Fernandez Brinkkord
Managing Vice President
Windus Fernandez Brinkkord, graduated from the University of San Diego in December 2002 with a BA in International Relations and a minor in...
(858) 314-5169 

Howard Bolotin
Senior Vice President of Investments
Howard Bolotin has been a financial services representative in San Diego since 1994 and has been involved in business management and finance...
(858) 755-6696 x3112

Isaac Hansen
Vice President of Wealth Planning
Isaac Hansen graduated Cum Laude in 2002 from Saint Cloud State University with a double major in Finance and Economics. During his time at...
(858) 755-6696 x3102

Dustin Holt
Wealth Advisor
Dustin began his path in financial services at an early age, following in his father’s footsteps who was a 26 year financial advisory veteran.
(858) 755-6696 x3105

John Ronan
Wealth Advisor
John first joined Trilogy Financial in 2008 as an Advisor to help individuals achieve their financial goals...John first joined Trilogy Financial in 2008.
(858) 755-6696 x3119

Gary Sussman
Wealth Advisor
Gary Sussman is a Wealth Advisor with Trilogy Financial Services (Trilogy) and has been with the firm since April of 2002...
(858) 755-6696 x3115

Doug Stroot
Financial Advisor
As Regional Vice President of Trilogy Financial San Diego office, Doug Stroot focuses on bringing qualified individuals into the industry...
(858) 755-6696 x3109

Jessica Minnick
Operations Administrator
(858) 755-6696 x3101

 

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