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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.

 

  

scottsdale   BRANCH OFFICE
16427 North Scottsdale Rd., Suite 420, Scottsdale, AZ 85254
As one of our earliest offices, Trilogy is proud to call "the birthplace of California" home for nearly 20 years. With a diverse staff who specialize in helping Huntington Beach balance their passion for work and play, Trilogy is here to help you navigate the waters wherever your story takes you.
(602) 333-1995

MEET THE SCOTTSDALE ADVISORS

Sean Kennedy
Managing Vice President
"Sean Kennedy grew up in Pasadena, California. His father was a stock broker at Merrill Lynch and UBS/ Paine Webber for twenty-seven years be..."
(602) 333-1995 x5602

Gonzalo de Leon Plata
Vice President of Wealth Planning
"Simply put, Gonzalo de León Plata is here to serve people. When he is not helping clients with their retirement goals, college-fund plans, i..."
(602) 333-1995 x5609

Brian McKeighen
Financial Advisor
"Brian is a Financial Advisor at Trilogy Financial Services and Investment Advisor Representative with National Planning Corporation. Prior t..."
(602) 333-1995 x5606

Mike Schmidt
Wealth Advisor
"Mike is a native of North Dakota. Though he spent his academic years in the city of West Fargo"
(602) 333-1995 x5614

 

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