As a Wealth Advisor with Trilogy Financial Services, Thurman Schisler helps his clients develop a process-driven, systematic approach to financial planning. This includes coordinating investment, tax and estate planning strategies towards client-defined goals. Thurman believes that getting out of debt and following a plan is the best method for attaining long-term financial success. His diverse and varied background, with careers in the military and restaurant industry, have helped Thurman develop a goal-oriented approach that he uses to assist and advise his clients.
Thurman has been with Trilogy since 2006. Through TrilogyCapital Inc., he is an Investment Advisor Representative and holds the series 65 registration. He also holds the series 6 and 63 registrations through LPL Financial and also holds California State Insurance licenses for Life, Health, Annuity and Long-Term Care. In his free time, Thurman enjoys fishing and taking RV trips with his wife, Linda, to visit their children and grandchildren.