Menu

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.

 

  

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

Greg Brown
Wealth Advisor
"Greg started with Trilogy Financial Services in February 2007. He quickly established a loyal clientele who appreciated his honest, unbiase..."
(858) 755-6696 x3105

Isaac Hansen
Vice President of Investments
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

Gloria Lefler
Wealth Advisor
Gloria is very passionate about helping people in many different ways. Starting her adventure in the financial industry in 1992, she learned...
(858) 755-6696 x3335

John Ronan
Financial 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

 

Go to top