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San Diego 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.
  • Wealth & Asset Management
  • Investing Consulting
  • Wealth Protection & Wealth Transfer
  • Advanced Planning
  • Relationship Management

Check out what our clients have to say about us!

"Trilogy FS is like a financial family. I am appreciative of the care, promptness, and genuine nature of the advisors. Eric and Gunner are great to work with, kind, and helpful. It means a lot to me that while we are starting out with building a sound financial future, I have a great team to come to for assistance and guidance! Very thankful for a great team!"
AnonymousThis statement is a testimonial by a client of the financial professional as of 06/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"Windus is very attentive to my personal needs, likes, and has helped me with plans for the future. I appreciate her knowledge and how she is taking care of my finances."
AnonymousThis statement is a testimonial by a client of the financial professional as of 06/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"I love you guys and frankly love your clients too. It’s so wonderful to be able to connect with wonderful people who care and share their lives and experiences."
AnonymousThis statement is a testimonial by a client of the financial professional as of 06/25/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"I can't believe that 7 years ago she told me I could retire at 62. She's aiming to make this happen. She's exceeded our financial goals."
AnonymousThis statement is a testimonial by a client of the financial professional as of 07/02/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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Meet Your Financial Team

Atenas Martinez, FPQP™

Client Service Associate
Client Management
Advisor Support
Document Preparation & Compliance
Client Education & Communication
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Windus Fernandez Brinkkord, AIF®, CEPA

Senior Vice President of Wealth Management
Wealth Management
401(k) & Retirement Planning
Risk Management
Investment Planning Strategies
Generational Planning
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gary sussman

Gary Sussman, CFP®

Vice President of Wealth Management
Wealth Management
Retirement Planning
Tax Strategies & Management
Life Insurance
Generational Planning
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Eric Johnson, AIF®

Wealth Advisor
Business Owners Planning
401(k) & Retirement Planning
Life Transition Strategies
Estate Planning Strategies
Tax Planning Strategies
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Matthew Lyons

Wealth Associate
Tax Strategies & Management
Wealth Management
Education Planning
Retirement Planning
Business Strategies/Services
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Clark King

Wealth Management Assistant
Investment Planning Strategies
Risk Management
Real Estate
Paying down Debt
Financial Literacy
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Contact Us

12520 High Bluff Dr. #140 San Diego, CA 92130 | Office: (858) 755-6696

OUR OFFICE
Call Us To Get Started. (844) 356-4934

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About Us

Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.

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