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Katie Donnelly
Wealth Advisor

"Financial wellness is achieved through meaningful planning, discipline, perseverance and a deep understanding of our values."

KATIE DONNELLY

Growing up with 7 brothers and sisters, Katie (an observant middle child) was surrounded by a lot of different personalities and quickly became fascinated with human nature and human behavior. This fascination evolved into an interest in financial psychology.

Katie enjoys the nuances behind the decision making processes and encourages a deeper understanding of the relationship with money to overcome the mindset barriers that represent challenges to each individual’s success. She is devoted to educating her clients on the importance of planning to achieve financial wellness. She believes that financial wellness can be achieved through meaningful planning, discipline, perseverance and a deep understanding of our values. Katie's empathetic approach to working with her clients means she builds deep and long lasting relationships with them.

Katie graduated from the University of California, Irvine in 2007 with a degree in Psychology and a minor in Business Management. She holds a Series 65 registration with TrilogyCapital, Inc. and a California life and health insurance license. Before joining Trilogy Financial, Katie enjoyed traveling throughout Europe, Australia and Central America where she grew her appreciation for a variety of cultures. She enjoys spending time with family and friends, traveling, and waterskiing in Lake Tahoe

Katie'S Client Relationships

Katie and her team support a wide variety of clients, but here are some of the groups she has built his practice around.

 

MEET KATIE'S TEAM MEMBERS
SCOTT NAIMAN, RICP®
VICE PRESIDENT OF WEALTH PLANNING 
  

DERRICK BLANCHETTE
WEALTH ADVISOR
  
 

CALL KATIE DIRECT AT
(951) 738-1100 ext. 6104
  Strategic Partners

ASK KATIE A QUESTION

 

 
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